SA
SA

Steve Alverson

12 Years of Experience
Brentwood, TN
Broker

Steve Alverson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5217 Maryland Way, Suite 401, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Steve is a partner and financial advisor at McCall & Associates since 2019. He dedicates a few hours per week to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2013 - Present · 12 yrs 8 mos
Raymond James Financial Services, INC.Broker
June 2013 - Present · 12 yrs 11 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.