# MARILEE ALICE STEPHENS

MARILEE ALICE STEPHENS is an investment adviser representative (IAR) with state registration records since 1997, appearing at 4 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2022-02-24 | present | Yes |
| [FFEC WEALTH PARTNERS LLC](https://search.stillhousedata.com/firm/16507) | 2011-01-27 | 2022-03-01 | — |
| [PARTNERVEST ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/113621) | 2004-04-07 | 2011-02-22 | — |
| [NELSON SECURITIES,INC.](https://search.stillhousedata.com/firm/14377) | 1997-03-06 | 2004-02-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2314189)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2314189.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.