William Stevens (CRD# 2444984) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Green Valley, AZ and has over 30 years of experience in the finance industry.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 1808329
Lpl Financial LLC
CRD# 1934648
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eversource Wealth Advisors, LLC | Green Valley, AZ | Aug 2023 - Current | < 1 |
| Madera Real Estate Holdings, LLC | Green Valley, AZ | Dec 2005 - Current | 18 |
| W.f. Stevens Financial Advisors, LLC | Green Valley, AZ | Apr 2004 - Current | 20 |
| Raymond James Financial Services Advisors, Inc. | Green Valley, AZ | Jan 2009 - Aug 2023 | 14 |
| Raymond James Financial Services, Inc. | Green Valley, AZ | Apr 2004 - Aug 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- AZ
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Total Assets Under Management2,694MILLIONS
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Total Number of Accounts8,119ACCOUNTS
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Average Account Value$331,859
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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