Profil
Prior to joining KING, Mr. Stephens served as Director of Marketing and Sales for Lighthouse Capital Management, initiating and developing relationships with the Schwab Advisor Network and TD AMERITRADE AdvisorDirect.
Previously, he was with Fruth Investment Management, where he was responsible for doubling assets under management and receiving the largest percentage of referrals in network among twelve other participating firms.
For nine years, he was with TD AMERITRADE, where he served as Regional Vice President, coordinating and developing eighteen branches, which included over seventy managers and representatives in the Central U.S.
He also lead the nation by region for use of RIA referrals for clients seeking discretionary advice.
Mr. Stephens received a BA in Business Administration from Southwestern University.
Anciens postes connus de Todd L. Stephens
| Sociétés | Poste | Fin |
|---|---|---|
Fruth Investment Management
 Fruth Investment Management Investment ManagersFinance Fruth Investment Management (FIM) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Richard J. Fruth in 1992. FIM provides fee-only, independent, professional portfolio management for high net worth individuals, families, and trusts. | Analyst-Equity | 01/01/2006 |
King Investment Advisors, Inc.
 King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Corporate Officer/Principal | 20/09/2010 |
Formation de Todd L. Stephens
| Southwestern University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Fruth Investment Management
Fruth Investment Management Investment ManagersFinance Fruth Investment Management (FIM) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Richard J. Fruth in 1992. FIM provides fee-only, independent, professional portfolio management for high net worth individuals, families, and trusts. | Finance |
King Investment Advisors, Inc.
King Investment Advisors, Inc. Investment ManagersFinance Founded in 1981 by Roger E. King, King Investment Advisors, Inc. is a registered investment advisor located in Houston, Texas with an additional office in Irving, Texas. The firm manages investment portfolios for institutional and individual investors. Their institutional clients include corporations, employee retirement plans, public funds, foundations and endowments. King offers a full range of investment advisory services including separately managed stock and bond accounts, financial planning and mutual fund asset allocation portfolios. In addition, they offer tax-efficient and socially responsible investment strategies. | Finance |
