Bryan A. Stephen Email & Phone Number

Wyomissing, Pa

As a Financial Advisor with LPL Financial, the largest 'independent firm' in the nation (as reported in Financial Planning magazine, June 1996-2022 based on total revenue), I have the flexibility of offering personalized advice for clients looking to manage their financial lives through individual investments, 401k plans, and IRA accounts. The use of 529 plans for college savings and annuities for income may also provide financial planning strategies. With the large Wall Street firms continuing… Show more As a Financial Advisor with LPL Financial, the largest 'independent firm' in the nation (as reported in Financial Planning magazine, June 1996-2022 based on total revenue), I have the flexibility of offering personalized advice for clients looking to manage their financial lives through individual investments, 401k plans, and IRA accounts. The use of 529 plans for college savings and annuities for income may also provide financial planning strategies. With the large Wall Street firms continuing to alienate investors, independent advisors are fast becoming the overseer of choice for many clients’ portfolios – large and small. Show less

Wyomisisng, Pa

All facets of financial planning

Greater Philadelphia Area

From pharmaceutical research to the marketing of commodity chemicals, my time in the industry allowed me to broaden my business knowledge while also learning the important role chemicals play in all aspects of daily life. I held positions as Sales, Sales Manager, and Area Manager (sales & marketing) in this field.

Administration

Chartered Retirement Planning Counselor, Financial Planning And Services

Bachelor Of Science In Business Finance (B.B.A.), Finance, General

Accredited Investment Fiduciary