Rebecca
Stevens

Kms Financial Services, Inc

CRD#1653885
Investment Advisor
in Portland, OR
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About this Advisor

Rebecca Stevens is a chartered financial consultant who works in Portland, Oregon, with a total of 10 years of work experience. Stevens is an advisor for Kms Financial Services, Inc. They have been employed by Kms Financial Services, Inc for the entirety of their career. Stevens has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Oregon and Washington. Kms Financial Services, Inc is a business that has its headquarters in Portland, Oregon. It has offices in 371 locations and a total of 368 people on staff. It administers $7 billion in assets under management across its 26,740 client accounts, placing it among the largest firms in the United States by assets under management. Of its 26,740 customer accounts, 20% are associated with high-net-worth individuals who have at least $1 million in assets. Kms Financial Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management largely depend on the type of services provided. Fee types charged by Kms Financial Services, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

5550 Sw Macadam #120
Portland, OR 97239

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,400,114,753

OR Average: $3,566,627,242
Total Number of Employees

419

OR Average: 46
Total Number of Accounts

29,380

OR Average: 1,499
Average Account Size

$217,839

OR Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Rebecca Stevens Work History

Rebecca has 10 years of experience.

2008 - Present (11 years)

Kms Financial Services, Inc

Disclosures

Rebecca Stevens has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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