Steven
Flewelling
Advisors Asset Management, Inc
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About this Advisor
Steven Flewelling is a financial advisor based in San Diego, California, working with Advisors Asset Management, Inc. Steven has previously held positions at Neuberger Berman LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Advisors Asset Management, Inc, and Bank Of America, N.A. Steven has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Steven is part of Advisors Asset Management, Inc, which operates out of San Diego, California. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,853,640,375
272
1,767
$2,180,894
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Steven Flewelling Work History
Advisors Asset Management, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Neuberger Berman LLC
Disclosures
Please visit the SEC profile of Steven Flewelling 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 Advisors Asset Management, Inc
Monument, CO
Lisle, IL
Boca Raton, FL
Doylestown, PA
Dallas, TX
West Chester, PA
Boerne, TX
Boerne, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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