Stephen Douglas Vallender
Investment adviser representative at Consolidated Portfolio Review Corp
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Consolidated Portfolio Review CorpSep 2022 to now
- Vanderbilt Securities LLCSep 2022 to now
- Western International Securities, Inc.Aug 2017 to Sep 2022
- Financial West GroupMay 2008 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (AZ, NV, TX).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4667608
- Firm CRD
- 112694