Gregory
Stephens

Momentum Independent Network Inc

CRD#5584417
Investment Advisor
in Dallas, TX

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About this Advisor

Gregory Stephens is a financial advisor working in Dallas, Texas with 11 years of relevant experience. Stephens is on the advisory team at Momentum Independent Network Inc. They have worked at Momentum Independent Network Inc for their entire career. Stephens holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kansas, New Mexico and Texas. Momentum Independent Network Inc is a registered investment company operating out of Dallas, TX. The firm has offices in 93 locations and a total of 140 people on staff. It oversees $825 million in total assets among its 3,028 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 3,028 client accounts, just 8% are held by high-net-worth investors who have more than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules vary depending on which services are offered. Fee types billed by Momentum Independent Network Inc most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

717 N. Harwood Street Suite 3400
Dallas, TX 75201

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Momentum Independent Network Inc Brokerage Details

Total Assets Under Management

$824,546,760

TX Average: $3,042,739,679
Total Number of Employees

140

TX Average: 49
Total Number of Accounts

3,028

TX Average: 2,315
Average Account Size

$272,307

TX Average: $1,314,358

Investment Advisory Services

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

Gregory Stephens Work History

Gregory has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Sws Financial Services

*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 Gregory Stephens 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 Momentum Independent Network Inc

Vincent Dobransky
Dallas, TX
Troy Smith
Salado, TX
Cody Cody
Dallas, TX
Thomas Kirby
Henrico, VA
Allen Stansfield
Ogden, UT
Wesley Bangs
Dallas, TX
Mathew Schweifler
Santa Rosa, CA
James Beck
Delray Beach, FL

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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