Sandra Stevens (CRD# 4413213) is an Investment Advisor Representative working at Ifc in Whitehouse, TX and has over 22 years of experience in the finance industry.
CRD# 5847302
Edward Jones
CRD# 4197193
Raymond James Financial Services Advisors, Inc.
CRD# 1873198
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dialogdirect | Whitehouse, TX | Sep 2020 - Current | 3 |
| Ifc And Insurance Marketing, Inc. | Auburn, CA | Feb 2020 - Current | 4 |
| Self-employed Insurance Agent | Whitehouse, CA | Dec 2000 - Current | 23 |
| Ifc And Insurance Marketing, Inc. | Auburn, CA | Apr 2019 - Nov 2019 | < 1 |
| Partners For Prosperity, LLC | Mt. Enterprise, TX | Jul 2018 - Apr 2019 | < 1 |
| Wealth Watch Advisors | Englewood, CO | Mar 2018 - Jul 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- TX
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts1,123ACCOUNTS
-
Average Account Value$74,733
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, IL, MO, NC, TX
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