Alan Hall Stephenson

Current Employers

Employment History

• 09/2002 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 11/2013 → Present
  Alan Stephenson - Independent Insurance
  West Monroe, LA
• 09/2002 → 05/2023
  Stephenson Financial
  West Monroe, LA
• 11/2016 → 04/2022
  Takeda Pharmaceutical/ Snow Companies
  Calhoun, LA
• 06/2018 → 09/2018
  4X4 Superstar Llc, Dba Tre4X4 Usa
  Calhoun, LA
• 06/2018 → Present
  911 Handyman Llc, Dba 911 Handyman & Remodeling
  Calhoun, LA
• 11/2013 → Present
  Alan Stephenson
  West Monroe, LA
• 08/2019 → Present
  1St South Heat And Air
  Calhoun, LA
• 12/2025 → Present
  Legacy Wealth Concepts
  West Monroe, LA
• 10/2023 → Present
  Alan Stephenson
  Calhoun, LA

Other Businesses

1.) ALAN STEPHENSON INDEPENDENT INSURANCE - OWNER/AGENT - NON-VARIABLE INSURANCE - WEST MONROE, LA - SINCE 11/2013 - INVESTMENT RELATED 2.) 911 HANDYMAN LLC, DBA 911 HANDYMAN & REMODELING - CO-OWNER - HANDYMAN SERVICE - CALHOUN, LA - SINCE 06/2018 - NO INVESTMENT RELATED 3.) 1ST SOUTH HEAT AND AIR - OWNER/MANAGER - HEATING AND AIR SERVICE COMPANY - CALHOUN, LA - SINCE 08/2019 - NOT INVESTMENT RELATED 4.) LEGACY WEALTH CONCEPTS - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - WEST MONROE, LA - SINCE 12/2020 - INVESTMENT RELATED 5.) LEGACY WEALTH CONCEPTS - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - WEST MONROE, LA - SINCE 12/2020 - INVESTMENT RELATED 6.) ALL SEASONS HVAC, LLC DBA ALL SEASONS HVAC/DBA DIRTY DUCTS DUCT CLEANING AND FILTRATION/DBA DIRTY DUCTS CHIMNEY SERVICES - OWNER/MANAGER - HEATING AND AIR SERVICE COMPANY - WEST MONROE, LA - SINCE 08/2019 - NOT INVESTMENT RELATED 7.) ALAN STEPHENSON - CONSULTANT - CONSULTING SERVICES- CALHOUN, LA - SINCE 10/2023 - NOT INVESTMENT RELATED 8.) POLYGON HEALTH - CHIEF PATIENT OFFICER/BOARD OF DIRECTORS - BOARD OF DIRECTORS/CHIEF PATIENT OFFICER - CAMBRIDGE, MA - SINCE 09/2024 - NOT INVESTMENT RELATED 9.) LEGACY CONSULTING, LLC - PRESIDENT - CONSULTING SERVICES - CALHOUN, LA - SINCE 07/2025 - NOT INVESTMENT RELATED 10.) WEST MONROE - WEST OUACHITA CHAMBER OF COMMERCE - MEMBER - LOCAL CHAMBER OF COMMERCE - WEST MONROE, LA - SINCE 01/2023 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-27
• S65 Uniform Investment Adviser Law Examination
  1999-12-07

Other Names

• Alan Stephenson