William
Stevens
Eversource Wealth Advisors, LLC
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About this Advisor
William Stevens is a financial advisor based in Green Valley, Arizona, working with Eversource Wealth Advisors, LLC. William has previously held positions at Raymond James Financial Services, Inc, Madera Real Estate Holdings, LLC, Raymond James Financial Services Advisors, Inc, W.F. Stevens Financial Advisors, LLC, and Eversource Wealth Advisors, LLC. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, William is part of Eversource Wealth Advisors, LLC, which operates out of Green Valley, Arizona. The firm has 21 offices and 59 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eversource Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$2,694,361,660
59
8,119
$331,859
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Stevens Work History
Eversource Wealth Advisors, LLC
Madera Real Estate Holdings, LLC
W.F. Stevens Financial Advisors, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of William Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eversource Wealth Advisors, LLC
Jacksonville, FL
Knoxville, TN
Birmingham, AL
Mckinney, TX
Scottsdale, AZ
Eustis, FL
Fairfax, VA
Mckinney, TX
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