Charles
Nabhan

Stephens

CRD#2907470
Investment Advisor
in Lutherville-Timonium, MD

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About this Advisor

Charles Nabhan is a financial advisor working out of Lutherville-timonium, Maryland. Nabhan is an advisor for Stephens. During their career, Nabhan has held roles at Wells Fargo Securities LLC and Stephens Inc. Nabhan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland and Texas. Stephens is a registered investment firm that has its headquarters in Little Rock, AR. The company has offices in 23 locations and a total of 637 people on staff. It controls $12 billion in assets across its 21,479 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 21 charitable organizations. Of its 21,479 customer accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Stephens offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on which services are provided. Fees charged by Stephens may include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Office Location

Lutherville-Timonium, MD

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Stephens Brokerage Details

Total Assets Under Management

$12,334,227,079

MD Average: $880,205,985
Total Number of Employees

637

MD Average: 42
Total Number of Accounts

21,479

MD Average: 1,714
Average Account Size

$574,246

MD Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Charles Nabhan Work History

Charles has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Stephens Inc

2017 - 2021 (4 years)

Wells Fargo Securities LLC

2013 - 2017 (4 years)

Wells Fargo Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Nabhan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stephens

John Black Jr
Charlotte, NC
Charles Nabhan
Lutherville-Timonium, MD
Benjamin Penix
Fayetteville, AR
Kimberley Whittle
Rogers, AR
Thomas Moll
Little Rock, AR
Joel Akers
Rogers, AR
Brian Colley
Dallas, TX
Hillman Jones
Rogers, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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