Stephen Carney
Stephen Carney is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Shreveport, LA, with 27 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
6425 Youree Dr., Suite 180, Shreveport, LA, 71105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen owns Carney Wealth Management, LLC, a personal LLC for commissions/fees, dedicating nearly full-time hours. He is also an IAR with RFG Advisory and a registered representative and IAR with Williams Financial Advisors, spending full-time hours at each.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rfg Advisory, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLC
Capital One Investments, LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.
Exams
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