Stephen John Avery
Investment adviser representative at Q3 Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Q3 Advisor's LLCApr 2024 to now
- UnemployedDec 2023 to Apr 2024
- Cetera Investment Advisers LLCMar 2023 to Dec 2023
- Cetera Advisor Networks LLCMay 2021 to Dec 2023
- Voya Financial Advisors, Inc.Aug 2017 to Jun 2021
- SunamericaJan 2013 to Aug 2017
- Sunamerica Capital Services, Inc.Jan 2013 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Q3 Advisors, LLC
$0Assets managed
0Clients
22Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4082364
- Firm CRD
- 284220