SC
SC

Stephen Covell

16 Years of Experience
Mandeville, LA

Stephen Covell is a registered investment advisor at Covell Financial, based in Mandeville, LA, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$250/hr
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Location

2895 Highway 190, Suite 219, Mandeville, LA, 70471

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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 Activities

Stephen works as an attorney for Covell & Covell, Attorneys at Law, a non-investment related law firm. This takes nearly full-time hours.

Employment History
Current Registrations
Covell Financial
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Covell Financial
August 2007 - January 2018 · 10 yrs 5 mos
State Registrations1 state
LA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.