Stephen
Harvey
Cx Institutional, LLC
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About this Advisor
Stephen Harvey is a financial advisor based in Woodway, Texas, working with Cx Institutional, LLC. Stephen has previously held positions at California Baptist University, Steve Adams Congressional Campaign, Jcpenney, Lifeway Christian Store, Opr Communications, Woodcrest Christian School, Mission Ambulance, Chino Valley Medical Center, Pechanga Casino Resort, Loma Linda Medical Center, Home Zone Furniture, Strata Trust Company, and Cx Institutional. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Stephen is part of Cx Institutional, LLC, which operates out of Woodway, Texas. The firm has 8 offices and 85 employees. The firm manages assets totaling $2.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Cx Institutional, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,386,979,619
85
8,548
$279,244
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stephen Harvey Work History
Cx Institutional
Strata Trust Company
Home Zone Furniture
Chino Valley Medical Center
Pechanga Casino Resort
Loma Linda Medical Center
Mission Ambulance
Woodcrest Christian School
Opr Communications
Lifeway Christian Store
Steve Adams Congressional Campaign
Jcpenney
California Baptist University
Disclosures
Please visit the SEC profile of Stephen Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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