Bradly Stevens, financial advisor Corona CA
84 score

Bradly Stevens

CRD Number: 5353452
Current Firm: Park Avenue Securities LLC

Bradly Stevens (CRD# 5353452) is an Investment Advisor Representative working at Park Avenue Securities LLC in Corona, CA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities LLC Corona, CA Jun 2016 - Current < 1
Guardian Life Insurance Corona, CA Jun 2016 - Current < 1
Guardian Life Insurance Company Of America Claremont, CA Jan 2016 - May 2016 < 1
Park Avenue Securities Claremont, CA Jan 2016 - May 2016 < 1
Massmutual Ontario, CA Apr 2008 - Jan 2016 7
Mml Investors Services Inc. Ontario, CA Apr 2008 - Jan 2016 7
Intersecurities Inc. El Cajon, CA Apr 2007 - Jan 2008 < 1
Life Investors Financial Group El Cajon, CA Apr 2007 - Jan 2008 < 1
Teacher Created Materials Hunington Beach, CA Jul 2007 - Dec 2007 < 1
Emerald Publications San Diego, CA Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Jul 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Bradly A. Stevens
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • FL
  • IL
  • IN
  • NC
  • NV
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
84

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