Evelyn Griffith
Advisor at Stephens
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Stephens
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72201-3507
Credentials
Series 66
Industry experience
1 year
Evelyn Griffith is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, she held roles at Link University and has experience working with Tanarah Luxe Floral and Orange Theory Fitness. Outside of her advisory work, she is an assistant coach for an elite volleyball academy in Little Rock, Arkansas, focusing on junior girls competing at various levels. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a centralized investment committee approach combined with affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.
Based on Stephens
Fixed fees on a 'per job' basis for certain services, negotiated in advance
Markups and markdowns on fixed income transactions up to 0.065% of par value; commissions on trades executed away from Pershing; sales concessions and underwriting fees included in offerings; no commissions on trades executed through Stephens with Pershing for wrap programs
Consulting services may be provided with fixed fee, annual fixed fee paid quarterly, or annual fee based on percentage of assets; fees negotiated in advance
Performance fee arrangements available for qualified clients; rates negotiated on individual basis; performance fees typically invoiced annually
Minimum fee: A minimum fee is assessed per account (specific amount not stated)
111 Center Street
Little Rock, AR 72201-3507
Arkansas · Texas
Stephens Inc
2024 - Present (2 years)
Link University
2023 - 2024 (1 year)
Stephens Inc.
2023 - 2023 (1 year)
Tanarah Luxe Floral
2022 - 2022 (1 year)
Orange Theory Fitness
2021 - 2022 (1 year)
501 Volley
2021 - 2021 (1 year)
University of Central Arkansas
2019 - 2023 (4 years)
Pulaski Academy
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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