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John Gregory Stevenson

PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC·STATESVILLE, North Carolina
Unclaimed Profile
211 SOUTH CENTER STREET, STATESVILLE, NC 28677CRD# 2478575Firm CRD# 150266
01

About

John Gregory Stevenson is a registered financial advisor based in STATESVILLE, North Carolina, affiliated with PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
AUM
$119M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2478575
Firm CRD# 150266
No disclosures on file
View on FINRA BrokerCheck →

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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 in STATESVILLE
Carl Douglas Ralston — PROFESSIONAL ADVISORY SERVICES, LLCKeith Michael Norris — PROFESSIONAL ADVISORY SERVICES, LLCShawn Michael Fleming — PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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