Michael Stevens (CRD# 5257418) is an Investment Advisor Representative working at Avantax Advisory Services in Marshall, TX and has over 16 years of experience in the finance industry.
CRD# 4315651
Edward Jones
CRD# 3197977
Lpl Financial LLC
CRD# 4827791
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Professional Image Consultants, LLC | Marshall, TX | Jan 2016 - Current | 8 |
| Avantax Advisory Services | Marshall, TX | Sep 2008 - Current | 15 |
| Stevens Financial Management Company, Inc. | Marshall, TX | Jan 2008 - Current | 16 |
| Avantax Investment Services, Inc. | Marshall, TX | Nov 2006 - Current | 17 |
| Professional Tax & Business Services | Marshall, TX | Jan 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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