Charles Ray Stephan
Investment Adviser Representative at COORDINATED CAPITAL SECURITIES, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Ray Stephan has worked in the securities industry since 1988. They are registered to provide investment advisory services in 15 U.S. states.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
Coordinated Capital Securities, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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