Brian
Colley

Stephens

CRD#6217975
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Colley is a financial advisor who works out of Dallas, Texas, who has 5 years of relevant experience. Colley currently works for Stephens. Throughout their career, Colley has worked at Stephens Inc. Colley maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Stephens is an advisory firm that has its headquarters in Little Rock, AR. The company has offices in 23 locations and a total of 637 advisors. It administers $12 billion in assets among its 21,479 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 21 charitable organizations. Of its 21,479 accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a number of services, such as 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. Financial advisory fees typically vary depending on which services the firm provides the client. Fee types charged by Stephens likely are comprised of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

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

200/300 Crescent Court
Dallas, TX 75201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stephens Brokerage Details

Total Assets Under Management

$12,334,227,079

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

637

TX Average: 42
Total Number of Accounts

21,479

TX Average: 1,714
Average Account Size

$574,246

TX 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

Brian Colley Work History

Brian has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Stephens Inc

2018 - 2019 (1 year)

Stephens Inc

2013 - 2018 (5 years)

Stephens Inc

*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 Brian Colley 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

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started