Vernon Stewart, financial advisor Greencastle IN
63 score

Vernon Stewart

CRD Number: 1319855
Current Firm: Advantage Investment Management, LLC

Vernon Stewart (CRD# 1319855) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Greencastle, IN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Greencastle, IN Jun 2003 - Oct 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Jan 2006
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Vernon G. Stewart
Phone Number: 319-366-7300
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    689
    MILLIONS
  • Total Number of Accounts
    4,741
    ACCOUNTS
  • Average Account Value
    $145,367
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, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
63

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