Ryan Stevens (CRD# 5482945) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Billings, MT and has over 15 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M. S. Howells & Company | Scottsdale, AZ | Oct 2021 - Current | 2 |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | Sep 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Billings, MT | Nov 2016 - Sep 2021 | 4 |
| Wells Fargo Advisors LLC | Billings, MT | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- AZ
- MT
- TX
-
Total Assets Under Management2,892MILLIONS
-
Total Number of Accounts5,334ACCOUNTS
-
Average Account Value$542,104
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY
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