Allan Stevenson has been an investment adviser representative at Virtus Financial Partners since December 2022, and is not listed among the firm’s executive officers or direct owners.
Virtus Financial Partners, LLC is a firm with $153M under management, 675 clients and 3 advisers in one office, as of its September 2026 filing.
Allan Stevenson’s longest registration is the current one, 3 years at Virtus Financial Partners since 2022. Before joining Virtus Financial Partners in 2022, Allan Stevenson was registered through Principal Securities, Inc.
- Virtus Financial PartnersCurrent– present · 3 yearsWinter Park, FL · Adviser representative · Firm CRD 323365
- Principal Securities, Inc.– · 2 yearsMaitland, FL · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Allan Stevenson is registered as an investment adviser representative in 2 states. Each was approved in December 2022.
- FloridaSince 9 December 2022
- TexasSince 5 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 1 May 2020 |
| SIE | Securities Industry Essentials Examination | 6 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Allan John Stevenson
- CRD
- 7242005
- Firm
- Virtus Financial Partners · CRD 323365
- Office
- Winter Park, FL
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Allan Stevenson work?
Allan Stevenson is an investment adviser representative registered through Virtus Financial Partners, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Allan Stevenson a financial advisor?
Yes. Allan Stevenson has a current investment-adviser registration in Florida and Texas, through Virtus Financial Partners since December 2022.
How many years of experience does Allan Stevenson have?
Allan Stevenson has 6 years in the financial industry, since April 2020, across 2 adviser firms.
What exams has Allan Stevenson passed?
Allan Stevenson has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in March 2020.
Where is Allan Stevenson based?
Allan Stevenson’s registered office is in Winter Park, FL.
Is Allan Stevenson registered with FINRA?
No. Allan Stevenson has no current broker registration.
How can I verify Allan Stevenson’s record?
Search CRD 7242005 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allan Stevenson’s full registration record.
