Stephanie Terbrock (CRD# 6989890) is an Investment Advisor Representative working at Elite Life Management LLC in Erie, PA and has over 5 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elite Life Management LLC | Sarsota, FL | Feb 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lakewood Ranch, FL | Feb 2020 - Current | 4 |
| Wells Fargo Clearing Services | St. Louis, MO | Oct 2018 - Jan 2020 | 1 |
| Rhi General Group | San Ramon, CA | Jul 2018 - Oct 2018 | < 1 |
| Jinsei Sushi | Oxford, MS | Aug 2016 - Jul 2018 | 1 |
| Buffalo Wild Wings | Oxford, MS | Dec 2015 - May 2016 | < 1 |
| University Of Mississippi | University, MS | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- FL
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts138ACCOUNTS
-
Average Account Value$640,733
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, PA, TX
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