Allan John Stevenson
Investment adviser representative at Virtus Financial Partners
11 yearsExperience
2 statesRegistered in
$152.5MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Ajsmz LLCAug 2024 to now
- Virtus Financial PartnersFeb 2020 to now
- Principal Securities IncMar 2020 to Dec 2022
- Principal Life Ins CoJan 2020 to Dec 2022
- Hyatt Regency OrlandoJun 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Virtus Financial Partners
Legal name: Virtus Financial Partners, LLC
$152.5MAssets managed
675Clients
3Advisers
3 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
- 7242005
- Firm CRD
- 323365