Nicholas
Beare

Stephens

CRD#1759347
Investment Advisor
in Dallas, TX
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About this Advisor

Nicholas Beare is an investment advisor who works out of Dallas, Texas. Currently an advisor with Stephens, they have accrued 13 years of professional experience in the financial advisory industry. Beare maintains a Series 63 license, designating them as a securities representative. Beare can advise customers in Texas. Beare has spent their whole career at Stephens. Stephens is headquartered in Dallas, Texas, and operates out of 23 locations across the country. In total, Stephens manages $10 billion in assets across 24,447 accounts and retains more than 692 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 11,975 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Stephens can offer 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. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 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

Disclosures

No

Office Location

200/300 Crescent Court
Dallas, TX 75201

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Stephens Brokerage Details

Total Assets Under Management

$9,537,640,039

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

692

TX Average: 42
Total Number of Accounts

24,618

TX Average: 1,714
Average Account Size

$387,425

TX Average: $513,539

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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

Nicholas Beare Work History

Nicholas has 13 years of experience.

2005 - Present (14 years)

Stephens Inc

Disclosures

Nicholas Beare has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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