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Stephen C. Brewer

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CRD#: 4836374
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Crittenton Brewer was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 2004. Stephen had worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 26, 2007 - December 17, 2012

LEGACY WEALTH COUNSELORS

RIA
CRD#: 133703
WIMBERLEY, TX
Past

June 30, 2006 - November 13, 2007

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

August 5, 2004 - September 14, 2005

CHOICE INVESTMENTS, INC.

BD
CRD#: 17665
AUSTIN, TX

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/9/2004
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


LW
LEGACY WEALTH COUNSELORS
LEGACY WEALTH COUNSELORS | MULLINS, FRANKLIN DAVID

CRD#: 133703 / SEC#:

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Contact information


Main Address
201 Stillwater Suite 3, Wimberley, TX 78676
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


LEGACY WEALTH COUNSELORS

CRD#: 133703

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