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Stephen Lloyd Thacker

Verdence Capital Advisors, LLC

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About Stephen Lloyd Thacker

Stephen Lloyd Thacker is a registered Investment Advisor Representative in Maryland and has been in the industry since 1992. He is currently employed at Verdence Capital Advisors, LLC and previously worked at Stanford Group Company, Citigroup Global Markets Inc. and Hightower Advisors, LLC. Stephen has a Series 63, Series 65, Series 31, and Series 7 license. Stephen's specialties are financial planning, portfolio management, and consulting.

Firm Information

Stephen Thacker is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Thacker’s Registration & Firm History

MD

11/20/2019 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

11/14/2008 - 04/03/2009

STANFORD GROUP COMPANY (BALTIMORE MD)

MD

06/01/1992 - 12/04/2008

CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)

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Licenses & Designations

IA

Issued 11/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 05/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Lloyd Thacker.
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