Kris StevensonCRD Number: 3035247
Current Firm: Transamerica Financial Advisors, Inc.
Kris Stevenson (CRD# 3035247) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 19 years of experience in the finance industry.
Foresters Equity Services, Inc.
Stratos Wealth Partners, Ltd
Cash Flow Investment Services LLC
|Kl Marketing LLC||Syracuse, UT||Dec 2014 - Current||2|
|Transamerica Financial Advisors, Inc.||Layton, UT||Jan 2012 - Current||5|
|Debtmerica, LLC||Layton, UT||Feb 2011 - Current||6|
|Tall Tree Administrators||Salt Lake City, UT||Oct 2010 - Current||6|
|American Trust Administrators, Inc.||Lee's Summit, MO||Oct 2010 - Current||6|
|Boulder Administration Services||Boulder, MA||Oct 2010 - Current||6|
|World Financial Group, Inc.||Layton, UT||Aug 2001 - Current||16|
|Dream Builders Financial Group, Inc.||Layton, UT||Jan 2001 - Current||16|
|Layton Hills Marketing, LLC||Layton, UT||Nov 2008 - Dec 2014||6|
|Springwater Capital, LLC||Layton, UT||Jun 2009 - Mar 2012||2|
|Investment Advisors International, Inc.||Layton, UT||Jan 2008 - Jan 2012||4|
|World Group Securities, Inc.||Duluth, GA||Apr 2002 - Jan 2012||9|
|Utah Financial Inc.||Layton, UT||Jun 2008 - May 2009||< 1|
|Innergy Lending||Layton, UT||May 2006 - Jun 2008||2|
|Romney For President Inc.||Salt Lake City, UT||Oct 2007 - Feb 2008||< 1|
|Telecommunications||Layton, UT||Apr 2005 - Oct 2007||2|
|Layton Hills Mortgage||Layton, UT||Sep 2001 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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)
- Educational seminars/workshops
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
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