Stephen C. Bain
PARTNERS IN FINANCIAL PLANNING
Salem, VA 24153
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CRD#: 5811237
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 .
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 his own training of sorts. When he is not at the gym or hanging out with Hudson, you are most likely to find him on a golf course or at a Virginia Tech sporting event.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Estate Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice without Ongo...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Christopher Bain'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®
CFP®
Start date: 2014
Experience
Current
January 11, 2016 - Present
PARTNERS IN FINANCIAL PLANNING, LLC
Office #1: 421 South College Avenue, Salem, VA 24153RIA
CRD#: 151980
Salem, VA
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".
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
Registered Investment Advisory firm - (11/10/2009 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
Virginia(1/11/2016)
Exams
Current Firm
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
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Contact information
Main Address
421 South College Avenue, Salem, VA 24153
Mailing Address
421 South College Avenue, Salem, VA 24153
Phone number
(540) 444-2930
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,774 |
| AUM (Assets Under Management) | $ 779,819,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/10/2025 | ||
| 02/13/2024 | ||
| 01/09/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
