John Brewster Stevens

United Brokerage Services INC

34 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

United Brokerage Services INC

Compensation

Fee-Only (AUM)

Firm Size

48 advisors

Number of Clients

1,904 clients

Average Client Portfolio

$204K average

Assets Under Management

$389.1M

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$1,000

Location

1219 Mount Aetna Road, Hagerstown, MD, 21742

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

United Brokerage Services INC

March 2019 - Present · 6 yrs 11 mos

United Brokerage Services, INCBroker

June 2018 - Present · 7 yrs 8 mos

Previous Registrations

Capital One Advisors, LLC

January 2015 - June 2018 · 3 yrs 5 mos

Capital One Investing, LLCBroker

January 2015 - June 2018 · 3 yrs 5 mos

Capital One Financial Advisors LLC

April 2010 - January 2015 · 4 yrs 9 mos

Capital One Investment Services LLCBroker

April 2010 - January 2015 · 4 yrs 9 mos

Chevy Chase Financial Services

October 1997 - May 2010 · 12 yrs 7 mos

Chevy Chase Financial ServicesBroker

October 1993 - May 2010 · 16 yrs 7 mos

Mimlic Sales CorporationBroker

August 1991 - November 1993 · 2 yrs 3 mos

State Registrations2 states

MDNC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.