Deborah Stouffer (CRD# 7175843) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Green Valley, AZ and has 1 year of experience in the finance industry.
CRD# 1059170
Becker Financial Services
CRD# 5614435
Edward Jones
CRD# 5618834
Meridian Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eversource Wealth Advisors, LLC | Green Valley, AZ | Aug 2023 - Current | < 1 |
| W. F. Stevens Financial Advisors, LLC | Green Valley, AZ | Mar 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Green Valley, AZ | May 2023 - Aug 2023 | < 1 |
| Raymond James Financial Services Advisors, Inc. | Green Valley, AZ | May 2023 - Aug 2023 | < 1 |
| Witt Financial | Tucson, AZ | Sep 2019 - Mar 2021 | 1 |
| Bridgeview Bank | Bridgeview, IL | Apr 2006 - Jun 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- AZ
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Total Assets Under Management2,694MILLIONS
-
Total Number of Accounts8,119ACCOUNTS
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Average Account Value$331,859
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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