Philip Stevens is a registered investment advisor at Wells Fargo Advisors, based in Edmond, OK, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
900 NW 139th St Parkway, [Satellite}, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip has 100% ownership with his spouse of Abundant Blessings Wealth Management LLC, an investment-related business. He spends a few hours per week on this activity, including during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Walnut Street Securities, INC.Broker
First Investors CorporationBroker
State Registrations24 states
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