Unclaimed
Stephen Stamps is a financial advisor with over 13 years of experience in the industry. Stephen is currently registered with TLG Advisors, Inc. and has been with the firm since January 2020. Stephen is also a registered investment advisor in the state of Tennessee. Stephen previously worked at LPL Financial LLC and Edward Jones. Stephen has a strong track record of success in helping clients achieve their financial goals. Stephen is committed to providing personalized financial advice to help clients make informed decisions about their investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
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
TN
01/04/2023 - Present
TLG Advisors, Inc. (Colliersville TN)
TN
11/09/2015 - 10/18/2019
LPL FINANCIAL LLC (CORDOVA TN)
TN
09/13/2010 - 11/10/2015
EDWARD JONES (CORDOVA TN)
BOTH
Issued 09/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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