Alexander Stevens, financial advisor Winston Salem NC

Alexander Stevens

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Alexander Stevens
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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