Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Barton Stevens is an Investment Advisor Representative at Strategic Financial Concepts, LLC in Kerrville, TX. John has been in the industry since 2004 and has experience working with individuals, high-net-worth individuals, corporations, businesses, insurance companies, trusts, pension and profit-sharing plans, charitable organizations and 401(k) plans. John holds Series 7 and 66 securities licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and business planning services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
TX
12/04/2019 - Present
Strategic Financial Concepts, LLC (Kerrville TX)
TX
11/29/2017 - 11/26/2019
LPL FINANCIAL LLC (FREDERICKSBURG TX)
TX
03/18/2010 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FREDERICKSBURG TX)
TX
10/12/2004 - 03/16/2010
EDWARD JONES (KERRVILLE TX)
BOTH
Issued 01/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Stevens is the right advisor for you? Invested Better is here to help.
