John Stevens (CRD# 5714745) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsburg, KS and has over 14 years of experience in the finance industry.
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
CRD# 4252381
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Springfield, MO | Aug 2023 - Current | < 1 |
| Commerce Brokerage Services, Inc. | St. Louis, MO | Nov 2015 - Aug 2023 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton, MO | Oct 2014 - Oct 2015 | 1 |
| Bank Of America, N.a. | Clayton, MO | Oct 2014 - Oct 2015 | 1 |
| Commerce Bank | St. Louis, MO | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- KS
- MO
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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