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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Stephens is a financial advisor with TCI Wealth Advisors, Inc. John Stephens is an Investment Advisor Representative, holding a Series 65 license. John Stephens has been a financial advisor since 2000 and is a Certified Financial Planner and a Chartered Financial Analyst. John Stephens specializes in portfolio management for individuals, financial planning and selection of other advisors. John Stephens also provides pension consulting services. John Stephens has a diverse client base including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
02/24/2000 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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