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Charles Stephen and Company Employee Directory

Financial ServicesNew Mexico, United States11-50 Employees

Charles Stephen and Company operates in the financial services sector, delivering financial planning and advisory services to clients. Since 1983, its Investment Adviser Representatives have worked with successful businesses, affluent families, and individuals. The firm emphasizes that each financial plan is tailored to the client, recognizing that no two clients have identical goals.

Based in Albuquerque, New Mexico, the firm is a small to mid-sized operation. Securities are offered through SagePoint Financial, Inc. (SPF), a member of FINRA/SIPC, and investment advisory services are provided through The Ameriflex Group; SPF is independently owned, and other entities referenced are independent of SPF.

Find Charles Stephen and Company employees' phone numbers or email addresses

Charles Stephen and Company Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Africa
1

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  • Nigeria
    1

Charles Stephen and Company's Leadership

  • Stylized image of a person
    J. S.
    Relationship Manager
    Mobile Phone

Charles Stephen and Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Charles Stephen and Company

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. S.
    Relationship Manager
    Mobile Phone
    Jul 14, 2026

Frequently Asked Questions

What is Charles Stephen and Company known for?

Minus sign iconPlus sign iconCharles Stephen and Company was founded in 1983 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-505-881-****
. Explore Charles Stephen and Company's company overview page for more information.

What is Charles Stephen and Company's most common email format?

Minus sign iconPlus sign iconCharles Stephen and Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Charles Stephen and Company email formats with LeadIQ.

How many employees does Charles Stephen and Company have currently?

Minus sign iconPlus sign iconCharles Stephen and Company has approximately 17 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Charles Stephen and Company's key employees and leadership?

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As of August 2026, Charles Stephen and Company's key employees include:

  • Relationship Manager: J. S.

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