Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Ratchford is an investment advisor representative at R5 Capital Management and has been in the industry since 2007. Stephen holds both Series 7 and Series 66 licenses and is registered to provide investment advice in Texas. Stephen has a background in the financial services industry, having previously worked as a financial advisor at Wells Fargo Advisors, LLC. Stephen's focus is on providing financial planning and portfolio management services for individuals. Stephen also offers pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/02/2014 - Present
R5 Capital Management (DALLAS TX)
TX
11/15/2007 - 12/12/2013
WELLS FARGO ADVISORS, LLC (DALLAS TX)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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