CRD: 155134
Blue Ridge Financial Services LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
About Blue Ridge Financial Services LLC
Blue Ridge Financial Services is an independent private-client advisor in Hendersonville, NC, serving high-net-worth households with tailored planning and investment advisory. The firm pairs active management approaches with retirement income design, employer retirement plans, Medicare guidance, and insurance/legacy planning. Independence and access to third-party platforms, money managers, and top-rated carriers (including Schwab custody) support customized, unbiased solutions.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAWRENCE GEORGE STEVENS
Certified Financial Planner, Owner
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,738,273 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,738,273 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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