Sean
Stevens
Triumph Wealth Advisors, Inc
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About this Advisor
Sean Stevens is a chartered financial consultant who works in Woodstock, Georgia with 6 years of relevant experience. Stevens works at Triumph Wealth Advisors, Inc. Over the course of their career, Stevens has held roles at Midwest Associates Brokerage LLC Dba Ridgemont Bar, Mml Investors Services Inc, Horter Investment Management, LLC, Midwest Associates, Inc, Gradient Securities, LLC, Gradient Advisors, LLC, Change Path LLC, Tcm Securities, Inc, Triumph Wealth Advisors, Inc and World Equity Group. Stevens holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Iowa. Triumph Wealth Advisors, Inc is a registered investment firm that has its headquarters in Woodstock, GA. The company has offices in three locations and a total of 21 advisors. It has $23 million in total assets among its 190 accounts, placing it among the smaller firms in the United States by assets under management. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on which services are provided. Fees billed by Triumph Wealth Advisors, Inc likely include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triumph Wealth Advisors, Inc Brokerage Details
$23,413,000
21
190
$123,226
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
Sean Stevens Work History
Sean has been registered as a financial advisor for 6 years.*
World Equity Group
Triumph Wealth Advisors, Inc
Midwest Associates Brokerage LLC Dba Ridgemont Bar
Midwest Associates, Inc
Change Path LLC
Gradient Securities, LLC
Tcm Securities, Inc
Horter Investment Management, LLC
Gradient Securities, LLC
Gradient Advisors, LLC
Mml Investors Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean 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 Triumph Wealth Advisors, Inc
Woodstock, GA
Raleigh, NC
Boca Raton, FL
Woodstock, GA
Woodstock, GA
Frisco, TX
Tucson, AZ
Woodstock, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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