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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Youhn is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Stephen has been in the financial services industry since 2007. Stephen holds Series 7, 24, 52, 53, 63, and 14 licenses and is a registered representative in Iowa and Texas. Stephen specializes in retirement planning, investments, and financial planning. Stephen also serves as a board member for Bridgeport Financial Solutions, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/24/2023 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
AL
04/06/2016 - 10/11/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
PA
01/25/2012 - 09/04/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
IN
06/18/2007 - 01/20/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
PA
06/11/2007 - 01/20/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
OR
07/15/2005 - 04/03/2007
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
05/19/2006 - 03/30/2007
M FINANCIAL SECURITIES MARKETING, INC. (PORTLAND OR)
BC
Issued 02/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/07/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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