Katherine Stevick, financial advisor Fort Worth TX
89 score

Katherine Stevick

CRD Number: 6289117
Current Firm: First Command Advisory Services

Katherine Stevick (CRD# 6289117) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 1
First Command Financial Planning, Inc. Fort Worth, TX Aug 2014 - Current 2
First Command Insurance Services, Inc. Fort Worth, TX Aug 2014 - Current 2
First Command Financial Planning, Inc. Fort Worth, TX Jan 2014 - Jul 2014 < 1
Sykes Enterprises Fayetteville, NC Aug 2013 - Oct 2013 < 1
Extended Travel Fayetteville, NC Apr 2013 - Aug 2013 < 1
Aflac Waco, TX Jan 2012 - Mar 2013 1
Baylor University Waco, TX Aug 2007 - Dec 2011 4
Fischer & Wieser Specialty Foods, Inc. Fredericksburg, TX Apr 2010 - Aug 2010 < 1
Communities In Schools Of The Heart Of Texas Waco, TX Feb 2008 - Oct 2009 1
Telos Solutions, Inc. Fredericksburg, TX Jan 2004 - Aug 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Katherine T. Stevick
Phone Number: 817-731-8621
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    9,608
    MILLIONS
  • Total Number of Accounts
    78,155
    ACCOUNTS
  • Average Account Value
    $122,939
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
89
Clean Record
This advisor has a clean track record with regulators.

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