Broker Check


Licenses and Professional Designations

FINRA Exams Passed by Bradley Stephenson:

  • Series 7 1979
  • Series 63 1985
  • Series 65 1996

Insurance licenses held by Bradley Stephenson:

  • Life and Disabilty Insurance Agent (CA) Since 1984 (#0711226)  

Professional designations held by Bradley Stephenson:

Certified Financial Planner Since 1982.

Stephenson and Company has been a Registered Investment Advisor, registered with the California Department of Corporations since 1991.