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The Half Million Dollar Baby

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Latest Blog Post

Identity Theft: What To Know; What To Do - Part V

July 13, 2017

In this last installment of our Identity Theft Series, we will tell you more about your rights when dealing with certain kinds of identity theft. Credit Cards Your liability for credit card charges that you didn't authorize is limited...

Identity Theft: What To Know; What To Do - Part IV

July 13, 2017

Our fourth installment of the Identity Theft series will focus on what to do when your bank information has been stolen. As an identity theft victim, you have protections under federal law for ATM or debit card transactions, but not if...

Identity Theft: What To Know; What To Do - Part III: Disputes

July 13, 2017

If you have found that an identity thief has tampered with some of your accounts, you may have already contacted the related businesses. Once you have received your credit reports, you should review them to see whether other fraudulent...

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Louisiana, Arkansas, Texas, and Mississippi.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America Member FINRA/SIPC. Stephenson Financial and United Planners are not affiliated.

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Stephenson Financial
Office: (318) 324-8410 x101

216 Bell Lane
Suite B
West Monroe, LA 71291

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