Stephen Story
Stephen Story is a registered investment advisor at Cetera Investment Advisers LLC, based in Douglas, GA, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
210 Ward St E, Douglas, GA, 31533
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2009Employment Separation After Allegations
August 2003Customer Dispute
April 2000Customer Dispute
January 2000Employment Separation After Allegations
October 1999Criminal
June 1983Other Business ActivitiesSells Insurance
Stephen owns Story Wealth Management Group, selling investment and insurance products and providing financial planning services, dedicating full-time hours to this. He also serves as a board member for Coffee County Hospital Authority, plays guitar and sings in a cover band, contributes to an educational scholarship, and owns/operates a fishing charter service.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Cantella & CO., INC.
Aaron Wilbanks & Associates
Cantella & CO., INC.Broker
Cantella & CO., INC.
Wilbanks Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Ffp Securities, INC.Broker
Argent Securities, INC.Broker
Securities Group of North America, INC.Broker
Nylife Securities INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.