John Gregory Stevenson

Current Employers

Employment History

• 04/2007 → Present
  Professional Wealth Management Services Llc
  Statesville, NC

Previous Registrations

• 2005-03-17 → 2009-07-24
  Lpl Financial Llc
  Statesville, NC
  Raleigh, NC
• 2003-04-09 → 2005-03-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC

Other Businesses

CURRENTLY, JOHN STEVENSON IS INDEPENDENTLY LICENSED IN LIFE, ACCIDENT, AND HEALTH INSURANCES. IN THE COURSE OF PROVIDING COMPREHENSIVE FINANCIAL PLANNING, JOHN MAY IDENTIFY GAPS IN A CLIENT'S INSURANCE COVERAGE AND RECOMMEND THAT THE CLIENT CONSIDER VARIOUS TYPES OF INSURANCE COVERAGE AS PART OF THE CLIENT'S PERSONAL RISK MANAGEMENT AND CONTINGENCY PLANNING. IF THE CLIENT WANTS ADDITIONAL INSURANCE COVERAGE BUT DOES NOT HAVE A PERSONAL INSURANCE AGENT, JOHN WILL MAKE HIMSELF AVAILABLE TO HELP THE CLIENT AS AN INDEPENDENT INSURANCE AGENT. IN DOING SO, JOHN WILL ENCOURAGE THE CLIENT TO MAKE PERSONAL RISK EVALUATIONS AND COST-BENEFIT ANALYSES WITH REGARD TO POTENTIAL INSURANCE COMPANIES, INSURANCE PRODUCTS, AND INSURANCE PROVIDERS WITHIN THE MARKETPLACE BEFORE COMMITTING TO AN INSURANCE PURCHASE. JOHN PROVIDES WRITTEN DISCLOSURES TO THE CLIENT THAT STRESS THE IMPORTANCE OF SUCH COMPARISONS BY THE CLIENT AS A CONSUMER IN ADDITION TO EXPLAINING HIS REPRESENTATION AND COMPENSATION AS AN AGENT OF SPECIFIC INSURANCE COMPANIES. ANY INSURANCE-RELATED BUSINESS UNDERTAKEN BY JOHN STEVENSON IS PERFORMED FROM JOHN'S PERSONAL RESIDENCE UNDER HIS OWN NAME AND IS NOT INVESTMENT-RELATED. LESS THAN 2 HOURS PER MONTH HAVE BEEN DEVOTED TO INSURANCE ACTIVITIES AT THIS POINT AND LESS THAN ONE OF THOSE HOURS PER MONTH HAS BEEN DURING SECURITIES TRADING HOURS. JOHN STEVENSON IS ALSO ACTIVELY ENGAGED IN GENERAL, NON-SECURITIES RELATED CONSULTING. THIS ACTIVITY HAS BEEN LIMITED SO FAR TO THE FIELDS OF GENERAL BUSINESS AND MANAGEMENT CONSULTING. THERE ARE NO FORESEEABLE CONFLICTS OF INTEREST BETWEEN PROFESSIONAL WEALTH MANAGEMENT SERVICES AND THE PERSONAL CONSULTING ACTIVITIES PERFORMED BY JOHN STEVENSON. ANY CONSULTING-RELATED BUSINESS UNDERTAKEN BY JOHN STEVENSON IS PERFORMED FROM JOHN'S PERSONAL RESIDENCE UNDER HIS OWN NAME AND IS NOT INVESTMENT-RELATED. LESS THAN 2 HOURS PER MONTH HAVE BEEN DEVOTED TO CONSULTING ACTIVITIES AT THIS POINT AND LESS THAN ONE OF THOSE HOURS PER MONTH HAS BEEN DURING SECURITIES TRADING HOURS. JOHN STEVENSON IS ALSO ACTIVELY ENGAGED IN MANAGING FARMLAND AND TIMBERLAND PROPERTIES HELD BY STEVENSON FARM MANAGEMENT LLC AND STEVENSON MANAGEMENT LLC. THE FARMLAND AND TIMBERLAND PROPERTIES ARE PASSIVELY MANAGED, BEING LONG-TERM IN NATURE OVERALL AND TIMBER ONLY BEING TRIMMED EVERY 5-7 YEARS OR FULLY HARVESTED AND REPLANTED EVERY 15-20 YEARS. ANY MANAGEMENT-RELATED BUSINESS UNDERTAKEN BY JOHN STEVENSON IS PERFORMED FROM JOHN'S PERSONAL RESIDENCE UNDER HIS OWN NAME AND IS NOT INVESTMENT-RELATED. LESS THAN 2 HOURS PER MONTH HAVE BEEN DEVOTED TO MANAGEMENT ACTIVITIES AT THIS POINT AND LESS THAN ONE OF THOSE HOURS PER MONTH HAS BEEN DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-02
• S63 Uniform Securities Agent State Law Examination
  1994-07-05

Other Names

• John Gregory Stevenson