James Stevens (CRD# 7164728) is an Investment Advisor Representative working at First Command Advisory Services in Tyrone, GA and has over 3 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5438618
Invesco Advisers, Inc.
CRD# 5695183
Collective Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services | Fort Worth, TX | Jul 2020 - Current | 3 |
| First Command Insurance Services | Fort Worth, TX | Jul 2020 - Current | 3 |
| First Command Advisory Services | Fort Worth, TX | Jul 2020 - Current | 3 |
| First Command | Fort Worth, TX | Aug 2019 - Jul 2020 | < 1 |
| Department Of Defense - Georgia Army National Guard | Marietta, GA | Sep 2018 - Jun 2020 | 1 |
| Bestica - Aka Contractor For The Georgia Army National Guard | Marietta, GA | Apr 2018 - Sep 2018 | < 1 |
| Georgia Army National Guard - Agr | Marietta, GA | May 2009 - Apr 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management17,482MILLIONS
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Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- 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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