Skip to content

Stephen Christopher Bain

Investment adviser representative at Partners In Financial Planning, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$913.6MFirm assets

Are you Stephen Christopher Bain? Claim your profile

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

Experience

10 years in the industry.

  1. Partners In Financial Planning, LLCJan 2016 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (VA).

Partners In Financial Planning, LLC

$913.6MAssets managed
396Clients
7Advisers
16 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
5811237
Firm CRD
151980
Advisor's SEC record (opens in a new tab)
CallContact this firm