Stephen Vachon
Stephen Vachon is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Oviedo, FL
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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 ActivitiesSells Insurance
Stephen is an independent insurance agent selling fixed insurance products, dedicating full-time hours. He is also the owner/president of Vachon Financial Group, LLC, offering financial services, securities, investment products, and tax preparation, taking nearly full-time hours. Additionally, Stephen is a member/owner of Olympia Gymnastics Center, LLC, spending minimal time on bookkeeping, tax preparation, and general business decisions.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Signator Investors, INC.Broker
State Registrations10 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.