Davis & Associates CPA Firm |
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Brian StephensCPA, PFS, CFP®
Phone: 281-837-1040 ext. 222 Brian has been with Davis & Associates CPA Firm for 27+ years. Brian graduated from the University of St. Thomas with a Masters in business administration, and the University of Houston with a Bachelor of Science in accounting. He earned a professional designation of Certified Financial Planner™ from the College of Financial Planning. Brian also holds many professional designations, Certified Public Accountant, Personal Financial Specialist, Licensed Securities Representative, Investment Advisor Representative, and Texas Insurance Agent. He is a registered representative with HD Vest Investment ServicesSM. Brian is active civically as well as professionally in Texas. He currently serves on the board as President for Shady Acres Civic Association, served on the Baytown Symphony Orchestra as Board Treasurer, and been a member of Baytown Community Development, Inc. He also is a member of the highly distinguished associations, American Institute of Certified Public Accountants, Texas Association of Certified Public Accountants, National Association of Financial & Estate Planning, and National Society of Accountants. Local memberships include Baytown Chamber of Commerce, Hispanic Chamber of Commerce, West Chambers County Chamber of Commerce, and Knights of Columbus.
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717 Cedar Bayou Rd Phone: 281-837-1040 |

Brian Stephens is a registered representative registered to transact business with clients in TX, AL, CA, CO, GA, IL, KS, KY, LA, MD, NC, NM, NV, OK. Brian Stephens is advisory licensed in the following states. TX, IL, LA, NC, NM, NV. Brian Stephens is also an insurance agent licensed in TX, NM. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Davis & Associates CPA Firm is not a registered broker/dealer or independent investment advisory firm.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value