Robert StevensCRD Number: 2992216
Current Firm: Advice And Planning Services
Robert Stevens (CRD# 2992216) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 24 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Nov 2007 - Current||14|
|Tiaa||Charlotte, NC||Nov 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management39,282MILLIONS
Total Number of Accounts79,757ACCOUNTS
Average Account Value$492,518
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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