Earl StevensonCRD Number: 1042802
Current Firm: Avellino Financial Advisors, Inc.
Earl Stevenson (CRD# 1042802) is an Investment Advisor Representative working at Avellino Financial Advisors, Inc. in Uniontown, PA and has over 35 years of experience in the finance industry.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|Avellino Financial Advisors, Inc.||Uniontown, PA||May 2017 - Current||< 1|
|Forest Securities, Inc.||Chicago, IL||May 2017 - Current||< 1|
|Charis Financial Group||Uniontown, PA||Sep 1998 - Current||19|
|Questar Capital Corporation||Minneapolis, MN||Mar 2009 - May 2017||8|
|Questar Asset Management||Minneapolis, MN||Mar 2009 - May 2017||8|
|Traderight Securities, Inc.||Lockport, IL||Sep 2006 - Feb 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management29MILLIONS
Total Number of Accounts91ACCOUNTS
Average Account Value$317,393
- 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
- Selection of other advisers (including private fund managers)
CA, CO, FL, HI, ID, IL, IN, KS, KY, MI, MN, MO, ND, OH, OK, OR, PA, SD, TX, UT, WA
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