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Allan John Stevenson

Virtus Financial Partners

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About Allan John Stevenson

Allan Stevenson is a registered investment advisor representative. Allan has been in the securities industry for over 3 years. Allan has a Series 63 license and a Series 65 license as well as Series 6TO and SIE licenses. Allan works for Virtus Financial Partners. The firm offers investment advisory services, including portfolio management for individuals and financial planning. The firm also offers educational seminars. Virtus Financial Partners has assets under management of $77.6 million.

Firm Information

Allan Stevenson is currently registered with Virtus Financial Partners. Virtus Financial Partners is a financial advisory firm based in . They specialize in providing financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $77.65 million in assets and has a team of 3 licensed agents and investment advisor representatives.

$77.65M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allan Stevenson’s Registration & Firm History

FL

12/05/2022 - Present

Virtus Financial Partners (Winter Park FL)

FL

05/01/2020 - 12/08/2022

PRINCIPAL SECURITIES, INC. (MAITLAND FL)

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Licenses & Designations

IA

Issued 07/23/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allan John Stevenson.
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