Cole Stevens, financial advisor San Luis Obispo CA
90 score

Cole Stevens

CRD Number: 6004551
Current Firm: Burkart & Stevens Wealth Management

Cole Stevens (CRD# 6004551) is an Investment Advisor Representative working at Burkart & Stevens Wealth Management in San Luis Obispo, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Burkart & Stevens Wealth Management 694 Santa Rosa Street, CA Nov 2016 - Current 1
H.d. Vest Advisory Services San Luis Obispo, CA May 2014 - Current 4
Hd Vest Investment Services San Luis Obispo, CA Jan 2014 - Current 4
Burkart & Associate San Luis Obispo, CA Jan 2008 - Current 10
Ameriprise Financial Services Inc. San Luis Obispo, CA Sep 2012 - Jan 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Cole A. Stevens
Phone Number: 805-543-6876
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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

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