John StevensonCRD 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.
Wells Fargo Clearing Services, LLC
Raymond James Financial Services Advisors, Inc.
3a Financial Group LLC
|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|
Total Assets Under Management118MILLIONS
Total Number of Accounts180ACCOUNTS
Average Account Value$653,889
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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