Stephen John Coville
Professional Summary
Stephen John Coville, who also goes by Stephen Coville, is a registered financial advisor currently at ALCO ADVISORS, INC. located in Marshfield, Massachusetts. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stephen has worked at 1 firm and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephen Coville
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Videos & Posts
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AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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AMERIPRISE FINANCIAL SERVICES, LLC
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Disclosures on record.
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Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
ALCO ADVISORS, INC.
Contact Information
Main Address
Duxbury, MAMailing Address
P.o. Box 1803, Duxbury, MA 02331-1803Phone Number
(781) 452-7007# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
44AUM (Assets Under Management)
$28,833,969Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(3/18/2004)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen John Coville's CRS (Customer Relationship Summary).
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AMERIPRISE FINANCIAL SERVICES, LLC