Jeffrey
Stephenson
Integrated Advisors Network LLC
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About this Advisor
Jeffrey Stephenson is a financial advisor based in Dallas, Texas, working with Integrated Advisors Network LLC. Jeffrey has previously held positions at Tucson Asset Management, Inc, Trek Trading Corporation, Integrated Advisors Network, LLC/Dba Copper Crest Advisors, LLC, Jw Stephenson Pc, and Copper Crest Cpas Llp. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jeffrey is part of Integrated Advisors Network LLC, which operates out of Dallas, Texas. The firm has 39 offices and 90 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Integrated Advisors Network LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$4,214,775,861
90
11,998
$351,290
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Stephenson Work History
Integrated Advisors Network, LLC/Dba Copper Crest Advisors,LLC
Copper Crest Cpas Llp
Trek Trading Corporation
Jw Stephenson Pc
Tucson Asset Management, Inc
Disclosures
Please visit the SEC profile of Jeffrey Stephenson 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 Integrated Advisors Network LLC
Pacific Palisades, CA
Dallas, TX
O Fallon, IL
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Kirkland, WA
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