Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
4 years
Location
St Robert, MO 65584
Primerica Advisors
Institution
Melveen Stevenson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica, Stevenson has worked in various roles including freelance consulting and human resources training. Outside of financial advising, Stevenson is an independent consultant for Tupperware and maintains freelance consulting and human resources training activities. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and specializes in advisory services through a large network of financial advisors.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
St Robert, MO
212 Old Rt 66, Ste B
St Robert MO 65584
Advisors at this office
1
Missouri
4 years of industry experience
California State University Dominguez Hills
2024 - Present • 2 years
Carson, CA
California State University Dominguez Hills
2023 - 2023 • 1 year
Carson, CA
Primerica Advisors
2021 - Present • 5 years
St Robert, MO
Rolla Health and Rehabilitation (SRZ Management/Reach LTC)
2021 - 2024 • 3 years
Rolla, MO
Primerica Financial Services
2021 - Present • 5 years
St Robert, MO
Wayfair, Inc.
2020 - 2021 • 1 year
Boston, MA
U.S. Census Bureau
2020 - 2020 • 1 year
Los Angeles, CA
Freelance, consulting
2017 - 2021 • 4 years
San Pedro, CA
Land O'Lakes, Inc.
2012 - 2017 • 5 years
Tulare, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Richland, MO
LifeSteps Financial
Marylynn Ford is a Series 65-licensed financial advisor with LifeSteps Financial, where she has worked for 14 years. She is part of a seven-advisor team based in Richland, MO. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, focusing on asset allocation and diversification through ETFs and tactical adjustments while offering additional services such as bill payment and a short-term cash management program.
Series 65, Series 63
Saint Robert, MO
First Command Advisory Services
Mary Morrison is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. She has one year of industry experience and served in the U.S. Navy for several years prior to her financial services career. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal investment management team.
Series 65, Series 63
Saint Robert, MO
First Command Advisory Services
Mark Verry is an advisor with First Command Advisory Services holding Series 65 and Series 63 designations. He has experience spanning a combined 4 years with First Command Brokerage Services, First Command Advisory Services, and First Command Insurance Services, and previously served 24 years in the United States Army. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.
Series 66
Saint Robert, MO
First Command Advisory Services
Jamie Carpenter is a financial advisor with First Command Advisory Services and holds the Series 66 designation. He has seven years of industry experience, including roles at First Command and Infuze Credit Union. Carpenter also owns Jamie Carpenter & Associates, a financial planning business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized team that selects model portfolios and third-party managers.
Series 66
St Robert, MO
First Command Advisory Services
Travis Williams is a financial advisor with First Command Advisory Services in St. Robert, Missouri, holding a Series 66 designation and six years of industry experience. He has worked at various First Command entities since 2019 and previously at Bosch and Giant Cement. Williams is also the owner of Travis S Williams & Associates LLC, a business established to support his work with First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.
Series 66
St Robert, MO
First Command Advisory Services
Michael Hamer is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously served six years in the United States Air Force. Outside of his advisory role, he owns Michael Hamer and Associates, an independent contract business related to his duties at First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios.
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