Stephen
Shipley
Cottonwood Capital Advisors
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About this Advisor
Stephen Shipley is a financial advisor based in Irving, Texas, working with Cottonwood Capital Advisors. Stephen has previously held positions at Prospera Financial Services, Inc, Commonwealth Financial Network, and Cottonwood Capital. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Cottonwood Capital Advisors, which operates out of Irving, Texas. The firm has 4 employees and manages assets totaling $252.6 million. The firm serves a variety of clients, including 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, and selection of other advisers. The fee structure at Cottonwood Capital Advisors includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cottonwood Capital Advisors Brokerage Details
$252,589,878
4
196
$1,288,724
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
Stephen Shipley Work History
Cottonwood Capital
Commonwealth Financial Network
Prospera Financial Services, Inc
Disclosures
Please visit the SEC profile of Stephen Shipley 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 Cottonwood Capital Advisors
Irving, TX
Irving, TX
Irving, TX
Irving, TX
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