Kris Stevenson, financial advisor Layton UT
93 score

Kris Stevenson

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kl Marketing LLC Syracuse, UT Dec 2014 - Current 2
Transamerica Financial Advisors, Inc. Layton, UT Jan 2012 - Current 4
Debtmerica, LLC Layton, UT Feb 2011 - Current 5
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 15
Dream Builders Financial Group, Inc. Layton, UT Jan 2001 - Current 15
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
Contact Info for Kris L. Stevenson
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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