Alex Stevenson (CRD# 6428907) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 8 years of experience in the finance industry.
CRD# 4094448
Ameriprise Financial Services, LLC
CRD# 2531770
Ubs Financial Services Inc.
CRD# 4586809
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | May 2023 - Current | 1 |
| Bull Run Investment Management LLC | Fairfax, VA | Mar 2020 - May 2023 | 3 |
| Bull Run Financial Group LLC | Fairfax, VA | Jan 2018 - May 2023 | 5 |
| Centaurus Financial Inc. | Anaheim, CA | Jan 2019 - Mar 2020 | 1 |
| Metrovac | Oakland, NJ | Mar 2017 - Dec 2017 | < 1 |
| National Securities Corporation | Westbury, NY | Dec 2014 - Feb 2017 | 2 |
| Nestle Waters | Elmsford, NY | Jun 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- VA
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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