We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.
The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.
Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.
Proven industry-leading research, global market insights, and client-focused execution.
Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.
We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.
We have been a trusted and reliable source of capital for private companies for over 70 years.
Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.
We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.
Stephens margin rates are:
|LOAN AMOUNT||MARGIN INTEREST RATE|
|Up to $24,999.99||2.0% Above Stephens Base Rate|
|$25,000 to $99,999.99||1.5% Above Stephens Base Rate|
|$100,000 to $249,999.99||1.0% Above Stephens Base Rate|
|$250,000 and over||0.5% Above Stephens Base Rate|
Effective November 17, 2022 the Stephens Base Rate is 10.50%.
The Stephens Base Rate is subject to change by Stephens without prior notice.
When establishing or revising the Stephens Base Rate, Stephens considers the broker call rate, the prime rate, the federal funds rate, other commercially recognized rates of interest, conditions in the banking and financial services industries and other factors that Stephens may deem relevant.
Stephens provides you a Margin Disclosure Statement to provide some basic facts about purchasing securities on margin, and to alert you to the risks involved with trading securities in a margin account.