Thomas Stevenson (CRD# 5957044) is an Investment Advisor Representative working at Avant Financial Advisors in Dripping Springs, TX and has over 9 years of experience in the finance industry. Thomas Stevenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avant Financial Advisors | Austin, TX | Feb 2022 - Current | 2 |
| Austin Asset | Austin, TX | Jan 2020 - Feb 2022 | 2 |
| Austin Asset | Austin, TX | Jun 2018 - Jan 2020 | 1 |
| Austin Asset | Austin, TX | May 2017 - Jun 2018 | 1 |
| Austin Asset | Austin, TX | Apr 2016 - May 2017 | 1 |
| Austin Asset | Austin, TX | Nov 2014 - Apr 2016 | 1 |
| Lucien, Stirling & Gray Financial Corporation | Austin, TX | Sep 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- TX
-
Total Assets Under Management127MILLIONS
-
Total Number of Accounts410ACCOUNTS
-
Average Account Value$308,707
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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