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Stephen Skillman

32 Years of Experience
Fort Worth, TX
2 DisclosuresBrokerSells Insurance

Stephen Skillman is a registered investment advisor, based in Fort Worth, TX, with 32 years of industry experience.

Location

Fort Worth, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2012
Denied
Regulatory
September 1992
Final
Other Business ActivitiesSells Insurance

Stephen is a partner in an inherited trust, Skillman Land Company, and a partner in Skilldor Holdings I, LLC. He is also an independent insurance agent for various companies under Skillman Insurance Advisors, dedicating a few hours per week, and an advisory representative of a RIA, CIRA, dedicating about 10-20% of his time. Additionally, Stephen is the owner of Skillman Investment Advisors, spending about 10-20% of his time there.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2008 - Present · 18 yrs
Cambridge Investment Research Advisors, INC.
September 2008 - Present · 18 yrs
Previous Registrations
Ing Financial Partners, INC
June 2006 - September 2008 · 2 yrs 3 mos
Ing Financial Partners, INC.Broker
March 2006 - September 2008 · 2 yrs 6 mos
Raymond James Financial Services
December 2002 - March 2006 · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 2001 - March 2006 · 4 yrs 7 mos
American Investment Services, INC.Broker
January 2001 - February 2001 · 1 mo
Travis Morgan Securities INC.Broker
June 2000 - December 2000 · 6 mos
Cummer/moyers Securities, INC.Broker
December 1998 - April 2000 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 1992 - October 1998 · 6 yrs
Robert W. Baird & CO. IncorporatedBroker
October 1992 - September 1998 · 5 yrs 11 mos
State Registrations4 states
CAILOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Stephen Skillman - Financial Advisor | TrueAdvisor