Stephen H. Desalvo

Ifrah Financial Services, Inc.AFFILIATED WITH IFRAH FINANCIAL SERVICES

Little Rock, AR 72223-5876

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CRD#: 1526714

Professional summary

Stephen Henry Desalvo, CFP® is a registered financial advisor currently at IFRAH FINANCIAL SERVICES, INC. located in Little Rock, Arkansas.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Stephen has worked at 5 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Estate Planning

Retirement Planning

Tax Planning

Insurance Planning

Do you have an area of expertise or specialization?

Comprehensive Financial Planni...

Attending College

Charitable & Planned Giving

Investment Management

Estate Planning

Employee Benefits

Insurance

Retirement

Long-term Care

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PS FOODS, INC.; NO; 214 CENTRAL, HOT SPRINGS, AR 71901; FOODS; OFFICER; 03/1998; 4 HOURS/MONTH; ZERO DURING SECURITIES TRADING HOURS PANCAKE SHOP, INC.; NO; 216 CENTRAL, HOT SPRINGS, AR 71901; RESTAURANT; OFFICER; 06/2001; 6 HOURS/MONTH; ZERO DURING SECURITIES TRADING HOURS EVENKEEL, INC.; NO; 214 CENTRAL, HOT SPRINGS, AR 71901; REAL ESTATE; PRESIDENT; 01/1996; 2 HOURS/MONTH; ZERO DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Henry Desalvo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

January 27, 2006 - Present

IFRAH FINANCIAL SERVICES, INC.

Office #1: 17300 Chenal Parkway Suite 150, Little Rock, AR 72223-5876

RIA

CRD#: 136925

Little Rock, AR

Past

May 24, 1999 - January 2, 2004

HUTCHINSON/IFRAH, INC.

CRD#: 46568

LITTLE ROCK, AR

Past

January 1, 1992 - October 17, 2006

HUTCHINSON FINANCIAL, INC.

RIA

CRD#: 111913

LITTLE ROCK, AR

Past

March 28, 1990 - May 21, 1999

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

July 23, 1986 - April 11, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IFRAH FINANCIAL SERVICES, INC.

CRD#: 136925 / SEC#: 801-64962

RIA

Registered Investment Advisory firm - (11/29/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(1/27/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/25/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/25/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/19/1986

General Securities Representative Examination

Current Firm

IFRAH FINANCIAL SERVICES, INC.

CRD#: 136925 / SEC#: 801-64962

RIA

Registered Investment Advisory firm - (11/29/2005 Approved)

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Contact information

Main Address

17300 Chenal Parkway Suite 150, Little Rock, AR 72223-5876

Mailing Address

Phone number

(501) 821-7733

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,437
AUM (Assets Under Management)	$ 446,906,587

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Stephen H. Desalvo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Henry Desalvo's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUTCHINSON/IFRAH, INC.

HUTCHINSON FINANCIAL, INC.

OSAIC WEALTH, INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

IFRAH FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/25/1986

Series 3

Date: 8/25/1986

Series 7

Date: 7/19/1986

Current Firm

IFRAH FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IFRAH FINANCIAL SERVICES, INC.

DBA Information

TRUST BUT VERIFY

Contact information

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