John Stevenson (CRD# 2478575) is an Investment Advisor Representative working at Professional Wealth Management Services LLC in Statesville, NC and has over 29 years of experience in the finance industry.
CRD# 1876666
Lion Street Advisors, LLC
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 4592855
3a Financial Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Professional Wealth Management Services LLC | Statesville, NC | Apr 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- NC
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$1,919,068
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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