Stephen Coffee is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Aledo, TX, with 1 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Aledo, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a member of Coffee CPA Services LLC, which provides tax, accounting, and business consulting services. This takes nearly all of Stephen's time, including a significant amount of time dedicated to securities trading.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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