Neal Stevenson is a CFP-designated registered investment advisor, based in Savannah, GA, with 9 years of industry experience.
Location
33 Bull St, Fl 3, Savannah, GA, 31401
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 7 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 7 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Bb&t Securities, LLC
April 2019 - February 2021 · 1 yr 10 mos
Bb&t Securities, LLCBroker
April 2019 - February 2021 · 1 yr 10 mos
Wells Fargo Clearing Services, LLC
August 2018 - April 2019 · 8 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - April 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - February 2018 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2016 - February 2018 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.