AS
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Alan Hall Stephenson

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
151 clients
Average Client Portfolio
$429K average
Assets Under Management
$64.8M

Fee Structure

Minimum Investment:$250K
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Location

216 Bell Ln, West Monroe, LA, 71291

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alan is the owner/agent of Alan Stephenson Independent Insurance, selling non-variable insurance since 2013. He also owns and manages several other businesses, including handyman and HVAC services, and is a consultant and chief patient officer/board member for Polygon Health.

Employment History
Current Registrations
Legacy Wealth Concepts
December 2020 - Present · 5 yrs 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
September 2002 - Present · 23 yrs 5 mos
Previous Registrations
Metropolitan Life Insurance CompanyBroker
February 2001 - October 2002 · 1 yr 8 mos
Metlife Securities INC.Broker
February 2001 - October 2002 · 1 yr 8 mos
Pruco Securities CorporationBroker
October 1998 - February 2001 · 2 yrs 4 mos
Eq Financial Consultants, INC.Broker
July 1998 - September 1998 · 2 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1998 - September 1998 · 2 mos
State Registrations10 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alan Hall Stephenson - Financial Advisor | TrueAdvisor