Commie Stevens, financial advisor Newport Beach CA
90 score

Commie Stevens

CRD Number: 5908057
Current Firm: Beacon Pointe Advisors, LLC

Commie Stevens (CRD# 5908057) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Wealth Advisors, LLC Newport Beach, CA Oct 2014 - Current 2
Beacon Pointe Advisors, LLC Newport Beach, CA Dec 2012 - Current 4
Beacon Pointe Advisors, LLC Newport Beach, CA Jul 2008 - Dec 2012 4
Stevens Consulting Laguna Niguel, CA Jul 2003 - Jun 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Commie Stevens
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,538
    MILLIONS
  • Total Number of Accounts
    5,339
    ACCOUNTS
  • Average Account Value
    $1,411,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, 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, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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