Stephen Christopher Bain
CFP®Professional Summary
Stephen Christopher Bain, CFP® is a registered financial advisor currently at PARTNERS IN FINANCIAL PLANNING, LLC located in Salem, Virginia. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stephen has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Risk Management & Insurance
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Biography
Stephen has been part of the Partners in Financial Planning family since 2016. Stephen started working in the financial planning industry right after college, starting in the Greensboro, NC area before moving back to Virginia and settling in Salem in 2016. He holds a finance degree from Virginia Tech, with a concentration in financial planning. Stephen is dedicated to his CrossFit training every morning before work and his black lab, Hudson, keeps him busy with...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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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Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
PARTNERS IN FINANCIAL PLANNING, LLC
Contact Information
Main Address
421 South College Avenue, Salem, VA 24153Mailing Address
421 South College Avenue, Salem, VA 24153Phone Number
(540) 444-2930# of Employees
14SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,774AUM (Assets Under Management)
$913,571,674Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2026 | Cover Page | Report |
| 02/10/2025 | Cover Page | Report |
| 02/13/2024 | Cover Page | Report |
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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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Primary Firm SEC Registration
PARTNERS IN FINANCIAL PLANNING, LLC
State Registrations and Notice Filings
(1/11/2016)
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 Christopher Bain's CRS (Customer Relationship Summary).
Services Offered by Stephen
- Financial Planning
- Risk Management & Insurance
- Tax Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
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