Stephen Blunt
Stephen Blunt is a CFA, CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Anaheim, CA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 N Harbor Blvd, Suite 205, Anaheim, CA, 92805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is an owner of Blunt Financial Planning and Wealth Group, which he supports for tax purposes only. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations32 states
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