Paul StevensonCRD Number: 718325
Current Firm: Tlg Advisors, Inc.
Paul Stevenson (CRD# 718325) is an Investment Advisor Representative working at Tlg Advisors, Inc. in North Hampton, NH and has over 25 years of experience in the finance industry.
Lpl Financial LLC
Silver Maple Financial, LLC
|The Leaders Group, Inc.||Littleton, CO||Jan 1998 - Current||24|
|Tower Square Securities||Fort Lauderdale, FL||Apr 1997 - Current||25|
|Smith Companies||Boston, MA||Apr 1994 - Current||28|
|Fidelity Mutual||Radnor, PA||Jan 1979 - Current||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,104MILLIONS
Total Number of Accounts3,064ACCOUNTS
Average Account Value$360,284
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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