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CRD#: 16505
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

WILSON PARKER CONNALLY STEPHENSON INC is located at 100 Lexington Street, Suite 150, Fort Worth, TX 76102-2744 and was first established at Dallas, Texas in 05/03/1985. After operating for 41 years, WILSON PARKER CONNALLY STEPHENSON INC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WILSON PARKER CONNALLY STEPHENSON INC’s clients are individuals and 0% of their clients are high net worth individuals. WILSON PARKER CONNALLY STEPHENSON INC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WILSON PARKER CONNALLY STEPHENSON INC are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WILSON PARKER CONNALLY STEPHENSON INC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WILSON PARKER CONNALLY STEPHENSON INC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for WILSON PARKER CONNALLY STEPHENSON INC Comes From

Understanding the Statistics for WILSON PARKER CONNALLY STEPHENSON INC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
3

FIRM INFORMATION

Main Address
100 Lexington Street, Suite 150, Fort Worth, TX 76102-2744
Mailing Address
100 Lexington Street, Suite 150, Fort Worth, TX 76102-2744
Firm Size
Small
Phone Number
(817) 922-8000
Established
Texas since 05/03/1985
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CONNALLY, WILLIAM DUPREVICE PRESIDENT/CHIEF COMPLIANCE OFFICER840671
STEPHENSON, RONALD GENEPRESIDENT/CEO1275757
WILSON, MARK ALANVICE PRESIDENT1525937

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at WILSON PARKER CONNALLY STEPHENSON INC

MW

Mark Alan Wilson

RR
CRD#: 1525937
Location:
Fort Worth, TX 76102-2744
Company:
WILSON PARKER CONNALLY STEPHENSON INC
Disclosures:
Experience:
39 years
View Profile
RC

Roland Frederick Carter

RR
CRD#: 1545217
Location:
Fort Worth, TX 76102-2744
Company:
WILSON PARKER CONNALLY STEPHENSON INC
Disclosures:
Experience:
39 years
View Profile
RS

Ronald Gene Stephenson

RR
CRD#: 1275757
Location:
Fort Worth, TX 76102-2744
Company:
WILSON PARKER CONNALLY STEPHENSON INC
Disclosures:
Experience:
41 years
View Profile
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