Stephen L. Chambers

LINCH FINANCIAL

FRISCO, TX 75034

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CRD#: 4678009

Professional summary

Stephen Lawrence Chambers is a registered financial advisor currently at LINCH FINANCIAL, LLC located in Frisco, Texas.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Stephen has worked at 9 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Lawrence Chambers's 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®

None

Experience

Current

October 21, 2013 - Present

LINCH FINANCIAL, LLC

Office #1: 4760 Preston Road, Suite 244-353, Frisco, TX 75034

RIA

CRD#: 168464

FRISCO, TX

Past

March 28, 2023 - December 31, 2023

RETIREMENT RESCUE ADVISOR'S LLC

RIA

CRD#: 173853

PLANO, TX

Past

March 3, 2015 - December 31, 2022

RETIREMENT RESCUE ADVISOR'S LLC

RIA

CRD#: 173853

PLANO, TX

Past

January 28, 2009 - December 31, 2010

ALLEGIANT FINANCIAL ADVISORS, LLC

RIA

CRD#: 141047

MIAMI BEACH, FL

Past

February 19, 2007 - December 2, 2011

ALLEGIANT SECURITIES L.L.C.

CRD#: 133912

MIAMI, FL

Past

January 31, 2007 - February 20, 2007

SWBC INVESTMENT COMPANY

RIA

CRD#: 140994

SAN ANTONIO, TX

Past

January 9, 2007 - February 20, 2007

SWBC INVESTMENT SERVICES, LLC

CRD#: 133715

FRISCO, TX

Past

May 13, 2005 - December 31, 2006

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

FRISCO, TX

Past

May 13, 2005 - December 31, 2006

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

FRISCO, TX

Past

July 30, 2003 - May 20, 2005

OSAIC FA, INC.

RIA

CRD#: 3978

DALLAS, TX

Past

July 30, 2003 - May 20, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

July 30, 2003 - May 20, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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

Texas
(10/21/2013)

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

IAR

Series 66

Date: 7/8/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/29/2003

General Securities Representative Examination

Current Firm

LINCH FINANCIAL, LLC

CRD#: 168464 / SEC#:

Texas

Registered Investment Advisory firm - (9/18/2013 Approved)

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Contact information

Main Address

Southlake, TX

Mailing Address

Phone number

(817) 442-5835

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 40,876,615

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.

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Advisor Monitoring

Firm Stability Insights

Stephen L. Chambers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Lawrence Chambers's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT RESCUE ADVISOR'S LLC

RETIREMENT RESCUE ADVISOR'S LLC

ALLEGIANT FINANCIAL ADVISORS, LLC

ALLEGIANT SECURITIES L.L.C.

SWBC INVESTMENT COMPANY

SWBC INVESTMENT SERVICES, LLC

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2003

Series 7

Date: 7/29/2003

Current Firm

LINCH FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LINCH FINANCIAL, LLC

TRUST BUT VERIFY

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