Profilo
Prior to joining KING, Mr. Stephens served as Director of Marketing and Sales for Lighthouse Capital Management, initiating and developing relationships with the Schwab Advisor Network and TD AMERITRADE AdvisorDirect.
Previously, he was with Fruth Investment Management, where he was responsible for doubling assets under management and receiving the largest percentage of referrals in network among twelve other participating firms.
For nine years, he was with TD AMERITRADE, where he served as Regional Vice President, coordinating and developing eighteen branches, which included over seventy managers and representatives in the Central U.S.
He also lead the nation by region for use of RIA referrals for clients seeking discretionary advice.
Mr. Stephens received a BA in Business Administration from Southwestern University.
Precedenti posizioni note di Todd L. Stephens
| Società | Posizione | Fine |
|---|---|---|
Fruth Investment Management
 Fruth Investment Management Investment ManagersFinance Fruth Investment Management (FIM) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Richard J. Fruth in 1992. FIM provides fee-only, independent, professional portfolio management for high net worth individuals, families, and trusts. | Analyst-Equity | 01/01/2006 |
King Investment Advisors, Inc.
 King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Corporate Officer/Principal | 20/09/2010 |
Formazione di Todd L. Stephens
| Southwestern University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Fruth Investment Management
Fruth Investment Management Investment ManagersFinance Fruth Investment Management (FIM) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Richard J. Fruth in 1992. FIM provides fee-only, independent, professional portfolio management for high net worth individuals, families, and trusts. | Finance |
King Investment Advisors, Inc.
King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Finance |
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