Robert Stevens (CRD# 7338971) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Shawnee, OK and has over 3 years of experience in the finance industry.
CRD# 4976624
Edward Jones
CRD# 4820299
Edward Jones
CRD# 2169050
Concorde Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Feb 2021 - Current | 3 |
| Knights Of Columbus Insurance | New Haven, CT | Sep 2015 - Current | 8 |
| Paragon Industries | Sapulpa, OK | Feb 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- OK
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Total Assets Under Management27,243MILLIONS
-
Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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