Stefanie Bashore is a CFP-designated registered investment advisor, based in Colleyville, TX, with 17 years of industry experience.
Location
6215 Colleyville Blvd. Ste. 300, Colleyville, TX, 76034
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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
Stefanie is an independent insurance agent for various companies, dedicating about 10-20% of her time to this. She also owns Harbor Point Financial and SCS Financial Services, Inc., and serves as an advisory representative of an RIA, spending full-time hours on these activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations7 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.