AS
AS

Alex Mckinley Stevenson

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

390 Diablo Rd, Suite 100, Danville, CA, 94526

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History

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.

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Other Business ActivitiesSells Insurance

Alex is a licensed insurance agent providing insurance services and products through Skyline Financial Partners, LLC, where he is a Managing Partner. He sells life insurance and annuities, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Encompass More Asset Management LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Bull Run Investment Management LLC
March 2021 - May 2023 · 2 yrs 2 mos
Centaurus Financial, INC.Broker
January 2019 - March 2020 · 1 yr 2 mos
National Securities CorporationBroker
May 2015 - March 2017 · 1 yr 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.