Leon StevensCRD Number: 5591160
Current Firm: The Strategic Financial Alliance
Leon Stevens (CRD# 5591160) is an Investment Advisor Representative working at The Strategic Financial Alliance in Spokane Valley, WA and has over 8 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Jan 2015 - Current||1|
|Ganglia Enterprises, LLC||Spokane, WA||Sep 2010 - Current||6|
|Global View Capital Management, Ltd||Spokane Valley, WA||Jan 2014 - Jan 2015||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2014 - Jan 2015||1|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Nov 2010 - Dec 2013||3|
|World Group Securities, Inc.||Oak Harbor, WA||Jan 2009 - Nov 2010||1|
|World Financial Group||Oak Harbor, WA||Jan 2009 - Nov 2010||1|
|Investent Advisors International, Inc.||Oak Harbor, WA||Jan 2009 - Nov 2010||1|
|Infinetix Corp.||Spokane, WA||Jul 2000 - Aug 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management441MILLIONS
Total Number of Accounts5,289ACCOUNTS
Average Account Value$83,455
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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