TrueAdvisor
TrueAdvisor
SM
SM

Stephanie Jean Molina

Guidestone Advisors
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Guidestone Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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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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Employment History
Current Registrations
Guidestone Advisors
November 2023 - Present · 2 yrs 3 mos
Guidestone Financial ServicesBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - April 2022 · 2 yrs 6 mos
Avantax Advisory Services
October 2019 - April 2022 · 2 yrs 6 mos
1st Global Advisors INC
September 2018 - October 2019 · 1 yr 1 mo
1st Global Capital CORP.Broker
May 2018 - October 2019 · 1 yr 5 mos
Hilltop Securities INC.Broker
November 2015 - May 2018 · 2 yrs 6 mos
First Southwest Company, LLCBroker
April 2011 - January 2016 · 4 yrs 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.