John Stevens (CRD# 4645891) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Buffalo Grove, IL and has over 14 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 5751555
J.p. Morgan Securities LLC
CRD# 1955854
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Buffalo Grove, IL | May 2022 - Current | 2 |
| Rbc Capital Markets, LLC | Buffalo Grove, IL | Jan 2022 - Current | 2 |
| Bank Of America, N.a. | Northbrook, IL | Sep 2012 - Jan 2022 | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook, IL | Feb 2012 - Jan 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- IL
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Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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