Douglas P Stephenson CPA CFP® is a registered representative registered to transact business with clients in Arizona, California, Idaho, Maryland, Michigan, Montana, North Carolina and Tennessee and is advisory licensed in California and is also an insurance agent licensed in California. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment Services SM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. California Incurance License - OC67848

Breanna Reish is a registered representative registered to transact business with clients in California and is advisory licensed in California. If you are not a resident of the state noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment Services SM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value 

Stephenson Accountancy Corporation is not a registered broker/dealer or independent investment advisory firm.

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