Cole StevensCRD Number: 6004551
Current Firm: H.d. Vest Advisory Services, Inc.
Cole Stevens (CRD# 6004551) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in San Luis Obispo, CA and has over 3 years of experience in the finance industry.
Strategic Wealth Advisors Group
Lpl Financial LLC
Lpl Financial LLC
|H.d. Vest Advisory Services||San Luis Obispo, CA||May 2014 - Current||2|
|Hd Vest Investment Services||San Luis Obispo, CA||Jan 2014 - Current||3|
|Burkart & Associate||San Luis Obispo, CA||Jan 2008 - Current||9|
|Ameriprise Financial Services Inc.||San Luis Obispo, CA||Sep 2012 - Jan 2014||1|
|Central Coast Pathology Consultants||San Luis Obispo, CA||Jun 2007 - Jan 2008||< 1|
|Mosaic Business Services||San Luis Obispo, CA||Jan 2007 - Jun 2007||< 1|
|Tri-state Tax And Accounting||Albert Lea, MN||Dec 2004 - Jan 2007||2|
|Green Mill Restraunt||Albert Lea, MN||Jul 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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