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John Gregory Stevenson

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC·STATESVILLE, North Carolina
Series 6, Series 7, Series 24, Series 63, Series 66Clean record23 years registeredPROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
211 SOUTH CENTER STREET, STATESVILLE, NC 28677CRD# 2478575Firm CRD# 150266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Gregory Stevenson · STATESVILLE, NC
Registration
CRD #2478575 · PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
Jun 2009 – present
LPL FINANCIAL CORPORATION
Mar 2005 – Jul 2009
RALEIGH, NC
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Apr 2003 – Mar 2005
RALEIGH, NC
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · April 9, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266 · SEC 801-123592
AUM
$119M
Regulatory assets under management
Employees
4
62 client accounts
Services offered by PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC →
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05

Frequently Asked Questions

What services does John Gregory Stevenson offer?
John Gregory Stevenson specializes in Financial Planning, Investment Management. Contact their office in STATESVILLE, North Carolina for a consultation.
What are John Gregory Stevenson's credentials?
John Gregory Stevenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Gregory Stevenson located?
John Gregory Stevenson is based in STATESVILLE, North Carolina, working with PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC. Their office serves clients in the STATESVILLE metropolitan area and surrounding communities.
How does John Gregory Stevenson charge for services?
John Gregory Stevenson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC?
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC has approximately 4 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Shawn Michael Fleming
STATESVILLE, NC

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Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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Research
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