Vicki StevensCRD Number: 1906530
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC
Vicki Stevens (CRD# 1906530) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Lexington, KY and has over 27 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|J.j.b. Hilliard, W.l. Lyons, LLC||Lexington, KY||Jan 2010 - Current||7|
|Unemployed||Lexington, KY||Jul 2008 - Jan 2010||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lexington, KY||Sep 1969 - Jul 2008||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S66||NASAA Uniform Combined State Law Examination||Feb 2005|
Total Assets Under Management7,005MILLIONS
Total Number of Accounts22,374ACCOUNTS
Average Account Value$313,088
- A percentage of assets under your management
- 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, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV