Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® Email and Phone Number

Managing Director, Financial Advisor @ Vero Wealth Management
Greensboro, NC, US
Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s Location
Greensboro, North Carolina, United States, United States
Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s Contact Details

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® work email

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® personal email

n/a
About Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®

I've been in the financial planning, investments and portfolio management business for 29 years. I hold a series 6, 63, 65,7 and 24 registrations. I am a Certified Investment Management Analyst CIMA ® & Certified Financial Planner CFP ®. I also hold the Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor professional designations conferred by College of Financial Planning.

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s Current Company Details
Vero Wealth Management

Vero Wealth Management

View
Managing Director, Financial Advisor
Greensboro, NC, US
Website:
lpl.com
Employees:
14027
Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® Work Experience Details
  • Vero Wealth Management
    Managing Director, Financial Advisor
    Vero Wealth Management
    Greensboro, Nc, Us
  • Vero Wealth Management Powered By Lpl Financial
    Managing Director, Financial Advisor
    Vero Wealth Management Powered By Lpl Financial Sep 2022 - Present
    Greensboro, North Carolina, Us
    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Security registrations held through LPL Financial.
  • Truist Wealth
    Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
    Truist Wealth Feb 2021 - Oct 2022
    Charlotte, North Carolina, Us
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
  • Bb&T Scott & Stringfellow
    Financial Advisor
    Bb&T Scott & Stringfellow Jul 2016 - Feb 2021
    Richmond, Va, Us
  • Compass Financial Partners
    Wealth Advisor
    Compass Financial Partners Apr 2009 - Jul 2016
    Greensboro, Nc, Us
    Our firm offers individual financial planning and weatlh managemment.
  • Pilot Financial Advisors
    Wealth Advisor
    Pilot Financial Advisors Dec 1993 - Mar 2009
    Greensboro, North Carolina, Us

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® Skills

Retirement Planning Wealth Management Financial Advisory Portfolio Management Series 7 Investments Securities Financial Services Investment Advisory Series 65 Series 24 Investment Management Strategic Financial Planning Secutities Stock Options

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® Education Details

  • Yale School Of Management
    Yale School Of Management
    Cima Certification
  • University Of North Carolina At Greensboro
    University Of North Carolina At Greensboro
    Communications And Political Science

Frequently Asked Questions about Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®

What company does Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® work for?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® works for Vero Wealth Management

What is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s role at the current company?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s current role is Managing Director, Financial Advisor.

What is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s email address?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s email address is aw****@****ist.com

What schools did Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® attend?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® attended Yale School Of Management, University Of North Carolina At Greensboro.

What are some of Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s interests?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® has interest in Politics, Economics, Golf, Sports.

What skills is Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® known for?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc® has skills like Retirement Planning, Wealth Management, Financial Advisory, Portfolio Management, Series 7, Investments, Securities, Financial Services, Investment Advisory, Series 65, Series 24, Investment Management.

Who are Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s colleagues?

Stephen D. Sexton, Cima®, Cfp®, Awma®, Crpc®'s colleagues are Николай Утегенов, Holmes Tony, Jack Varcados, Randal Johnsrud, Trevor Hayes, Lindsy Franklin, Taryn Schnoebelen.

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