Advisor at Cambridge Investment Research Advisors
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Firm
Cambridge Investment Research Advisors
Location
Douglas, GA 31533
Credentials
Series 63, Series 65
Industry experience
34 years
Stephen Story is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Summit Financial Group and Cetera Wealth Services, alongside owning Story Wealth Management Group since 2014. Outside of finance, he serves as a board member for the Coffee County Hospital Authority, performs as a guitarist and lead singer in a local rock band, and operates a fishing charter business. He also funds an educational scholarship awarded annually to high school seniors. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining firm-sponsored model portfolios with third-party managed solutions and unique retirement and trust capabilities.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
210 Ward St. E
Douglas, GA 31533
Georgia · Texas
Cambridge Investment Research, Inc.
2026 - Present (1 year)
Cambridge Investment Research Advisors, Inc.
2026 - Present (1 year)
Fourth Element Farms, LLC
2026 - Present (1 year)
Cetera
2023 - 2026 (3 years)
Cetera Investment Advisers
2023 - 2026 (3 years)
Cetera Wealth Services, LLC
2019 - 2026 (7 years)
Summit Financial Group Inc
2014 - 2021 (7 years)
Summit Brokerage services
2014 - 2019 (5 years)
Self Employed Insurance Sales Agent
2002 - Present (24 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.
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.
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.
PFS™, Series 65
Douglas, GA
Hurst Wealth Advisors, PC
Series 66
Douglas, GA
Edward Jones
Series 63, Series 66
Douglas, GA
Ameriprise
Series 66
Douglas, GA
Ameriprise
Series 63, Series 66
Douglas, GA
Raymond James Financial
Series 66
Douglas, GA
Edward Jones
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