Paul Stevenson, financial advisor North Hampton NH

Paul Stevenson

CRD 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.

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Edward Jones
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Paul B. Stevenson
Phone Number: 888-371-0013
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,104
    MILLIONS
  • Total Number of Accounts
    3,064
    ACCOUNTS
  • Average Account Value
    $360,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

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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