John Stevenson, financial advisor Statesville NC

John Stevenson

CRD Number: 2478575
Current Firm: Professional Wealth Management Services LLC

John Stevenson (CRD# 2478575) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Professional Wealth Management Services LLC Statesville, NC Apr 2007 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for John G. Stevenson
Phone Number: 704-872-0022
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $653,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC

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