Kevin Brown

Role: Financial Advisor at Charles Stephen And Company
Location: Albuquerque, NM, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Kevin Brown

I know financial advisors sometimes get a bad rap, but if you actually listen, we may…

Experience

Financial Advisor
Charles Stephen And Company
Present

Skills

Retirement
401k Rollovers
Investment Advisory
Long Term Care Insurance
Roth Ira
Retirement Savings
Personal Financial Planning
Life Insurance
Independent Financial Advice
Qualified Retirement Plans
College Education Planning
Permanent Life Insurance
Iras
Disability Insurance
Coverdell
Investment Strategies
Investments
Ira Rollovers
Retirement Planning
Investment Management
Wealth Management
529 Plans
Term Life Insurance
401k
Financial Planning

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@charlesstephen.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Charles Stephen And Company

Financial Services · 17 employees · Founded 1983 · Albuquerque, New Mexico, United States

At Charles Stephen, every financial plan we create is as unique as the client we build it for. Since 1983, the Investment Adviser Representatives at Charles Stephen have been providing financial and advisory services to successful businesses, affluent families and individuals. As our client, we help you navigate the complexities of planning for the future so you can focus on the things that matter to you. Each financial plan we create is unique, because no two clients are the same. Our philosophy is simple. In order to build your financial plan, we must get to know you on a first-name basis. We work together to understand how you want to live your life, and then we create a plan to help you get there. Securities offered through SagePoint Financial, Inc.(SPF) member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

charlesstephen.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Kevin Brown

Experience

Financial Advisor

Skills

Find verified contacts for anyone on LinkedIn