Vint W. Stevenson
Professional summary
Vint Wayne Stevenson is a registered financial advisor currently at STEVENSON ADVISORY SERVICES & INVESTMENTS located in Weatherford, Texas.
Vint is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Vint has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vint Wayne Stevenson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2022 - Present
STEVENSON ADVISORY SERVICES & INVESTMENTS
August 29, 2018 - October 6, 2021
REGAL INVESTMENT ADVISORS LLC
March 29, 2012 - August 13, 2018
SECURITIES AMERICA, INC.
February 23, 2012 - August 13, 2018
SECURITIES AMERICA ADVISORS, INC.
August 9, 2007 - September 16, 2011
U.S. BANCORP ADVISORS, LLC
August 9, 2007 - September 16, 2011
U.S. BANCORP ADVISORS, LLC
June 17, 2004 - August 6, 2007
WADDELL & REED
June 17, 2004 - August 6, 2007
WADDELL & REED
October 12, 2000 - August 14, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
October 2, 2000 - August 14, 2003
IDS LIFE INSURANCE COMPANY
October 2, 2000 - August 14, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2022)
Exams
Current Firm
STEVENSON ADVISORY SERVICES & INVESTMENTS
CRD#: 317925 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 5,298,000 |
Red Flags
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