Alexander StevensCRD Number: 7009334
Current Firm: Wells Fargo Clearing Services, LLC
Alexander Stevens (CRD# 7009334) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Winston Salem, NC and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Principal Securities, Inc.
Cgn Advisors, LLC
|Wells Fargo Clearing Services||Charlotte, NC||May 2019 - Current||3|
|Wells Fargo Clearing Services||Charlotte, NC||Aug 2018 - May 2019||< 1|
|Western Carolina University||Cullowhee, NC||Jan 2016 - May 2018||2|
|Fastenal Company||Statesville, NC||Jul 2014 - Dec 2015||1|
|Mitchell Community College||Statesville, NC||Aug 2012 - Dec 2015||3|
|Zaxbys||Statesville, NC||Jun 2012 - Jul 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2019|
|S66||NASAA Uniform Combined State Law Examination||Jul 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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