Stephens McVea (CRD# 6414991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lafayette, LA and has over 9 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 2689932
Lifemark Securities Corp.
CRD# 4170771
Advantage Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Baton Rouge, LA | Mar 2022 - Current | 2 |
| Hancock Whitney Bank | Baton Rouge, LA | Aug 2019 - Mar 2022 | 2 |
| Hancock Whitney Investment Services, Inc. | Baton Rouge, LA | Aug 2019 - Mar 2022 | 2 |
| Jp Morgan Securities, LLC | Baton Rouge, LA | Dec 2016 - Aug 2019 | 2 |
| Bank Of America, N.a. | Baton Rouge, LA | May 2015 - Nov 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Baton Rouge, LA | Oct 2014 - Nov 2016 | 2 |
| General Engineering And Environmental Companies | Baton Rouge, LA | Jan 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- LA
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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