Cole Stevens (CRD# 6004551) is an Investment Advisor Representative working at Burkart & Stevens Wealth Management in San Luis Obispo, CA and has over 10 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burkart & Stevens Wealth Management | 694 Santa Rosa Street, CA | Nov 2016 - Current | 7 |
| H.d. Vest Advisory Services | San Luis Obispo, CA | May 2014 - Current | 9 |
| Hd Vest Investment Services | San Luis Obispo, CA | Jan 2014 - Current | 10 |
| Burkart & Associate | San Luis Obispo, CA | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$110,158
- 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
CA
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