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Zoe Ann Hines

Stephens

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About Zoe Ann Hines

Zoe Ann Hines is a Financial and Operations Principal with Stephens. Zoe Hines has been in the financial industry since June 9, 1980 and is currently registered with FINRA as a registered representative. Zoe Hines is a Series 27, SIE and Series 99TO licensed individual.

Firm Information

Zoe Hines is currently registered with Stephens. Stephens is a Corporation headquartered in LITTLE ROCK, AR, United States. Founded in 1987, the firm provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Stephens has a strong track record of success with over $14.7 billion in regulatory assets under management and a diverse client base. The firm also operates a wrap fee program and has a strong presence across the United States.
Stephens

111 CENTER ST

LITTLE ROCK, AR 72201

$14.78B

Assets Under Management

180

Total Clients

495

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Zoe Hines’s Registration & Firm History

AR

06/10/1980 - Present

Stephens (LITTLE ROCK AR)

NA

10/12/1993 - 09/23/1997

LINK INVESTMENT SERVICES, INC.

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Licenses & Designations

BC

Issued 04/27/1979

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Zoe Ann Hines. Review regulatory record here.
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