Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Carney is a financial advisor at RFG Advisory, LLC. Stephen has over 20 years of experience in the financial services industry. He is a registered representative and investment advisor representative and holds the Series 7, Series 66, and SIE licenses. Stephen is also a Chartered Financial Consultant. Stephen's firm specializes in providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. They have over 3.8 billion dollars in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
LA
08/26/2015 - Present
RFG Advisory, LLC (SHREVEPORT LA)
LA
01/02/2015 - 06/08/2018
LPL FINANCIAL LLC (SHREVEPORT LA)
LA
05/31/2008 - 01/08/2015
CAPITAL ONE INVESTMENT SERVICES LLC (SHREVEPORT LA)
LA
08/28/2000 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (SHREVEPORT LA)
IN
08/19/1999 - 08/15/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/19/1999 - 08/15/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Carney is the right advisor for you? Invested Better is here to help.
