Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Blake Murchison is a financial professional with over 30 years of experience in the industry. Stephen is currently registered with St. Bernard Financial Services, Inc. and has held previous positions with R.M. Duncan Securities, Inc., Crews & Associates, Inc., Calton & Associates, Inc., First American Securities, Inc., and Swink & Company, Inc. Stephen provides portfolio management services for individuals and businesses. Stephen is also a licensed Investment Advisor Representative and offers educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
AR
03/01/2021 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
AR
10/09/2001 - 02/25/2021
R.M. DUNCAN SECURITIES, INC. (LITTLE ROCK AR)
AR
03/05/2001 - 09/27/2001
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
FL
07/02/1993 - 03/15/2001
CALTON & ASSOCIATES, INC. (TAMPA FL)
NA
02/10/1990 - 06/25/1993
FIRST AMERICAN SECURITIES, INC.
NA
08/06/1987 - 01/01/1990
SWINK & COMPANY, INC.
IA
Issued 08/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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