Michael Stevens is a registered investment advisor, based in Longview, TX, with 18 years of industry experience.
Location
Longview, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including rental property management, tax preparation/accounting, product sales/marketing, oil & gas mineral interest management, and business consulting. He also sells fixed indexed annuities and refers clients for Colonial Life insurance products, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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