Advisor at Primerica Advisors
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.
Firm
Primerica Advisors
Location
St Robert, MO 65584
Credentials
Series 63, Series 65
Industry experience
4 years
Melveen Stevenson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing five years of industry experience. Prior to joining Primerica, Stevenson worked in various roles including consulting, human resources, and positions at Wayfair, Inc. and the U.S. Census Bureau. Outside of financial advising, Stevenson works as an independent consultant for Tupperware and as a freelance human resources consultant. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.
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
212 Old Rt 66, Ste B
St Robert, MO 65584
Missouri
California State University Dominguez Hills
2024 - Present (2 years)
California State University Dominguez Hills
2023 - 2023 (1 year)
Primerica Advisors
2021 - Present (5 years)
Rolla Health and Rehabilitation (SRZ Management/Reach LTC)
2021 - 2024 (3 years)
Primerica Financial Services
2021 - Present (5 years)
Wayfair, Inc.
2020 - 2021 (1 year)
U.S. Census Bureau
2020 - 2020 (1 year)
Freelance, consulting
2017 - 2021 (4 years)
Land O'Lakes, Inc.
2012 - 2017 (5 years)
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
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Series 66
Saint Robert, MO
First Command Advisory Services
Series 66
St Robert, MO
First Command Advisory Services
Series 66
Saint Robert, MO
First Command Advisory Services
Series 63, Series 65
Saint Robert, MO
First Command Advisory Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")