Pearl Planning has partnered with Stephens Wealth Management Group as an independent affiliate. Sherri Stephens, president and owner of Stephens Wealth Management Group, is a nationally-recognized financial advisor with more than forty years of experience. She has worked as an independent contractor of Raymond James and previously IM&R throughout her advisory career.
The affiliation with Stephens Wealth Management Group offers several advantages for Pearl Planning and its clients.
Stephens Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. *Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is pain in exchange for this award/rating.
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Pearl Planning is not a registered broker/dealer. Pearl Planning investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.