William Frederic Stevens Jr
Investment Adviser Representative at Eversource Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Frederic Stevens Jr. is an investment adviser representative with Eversource Wealth Advisors, LLC in Green Valley, AZ, where they have been registered since 2023. They have worked in the securities industry since 1994 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Raymond James Financial Services. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Texas.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- RAYMOND JAMES FINANCIAL SERVICES, Inc.Apr 2004 – Aug 2023Green Valley, AZ
- Madera REAL Estate Holdings, LLCDec 2005 – no end date reportedGreen Valley, AZ
- Raymond James Financial Services Advisors, IncJan 2009 – Aug 2023Green Valley, AZ
- W.f. Stevens Financial Advisors, LLCApr 2004 – no end date reportedGreen Valley, AZ
- EverSource Wealth Advisors, LLCAug 2023 – no end date reportedGreen Valley, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Eversource Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Tier 12.00%
- Tier 2—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning and Asset Management
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 74
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Birmingham, AL
- SEC file number:
- 801-119192
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Frederic Stevens Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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