![Grant Stoffle, financial advisor Lexington SC](/img/ws/profile-blank-sq.png)
Grant Stoffle (CRD# 7323547) is an Investment Advisor Representative working at Edward Jones in Lexington, SC and has over 3 years of experience in the finance industry.
![Donna Able, financial advisor Lexington SC](/img/ws/profile-blank-sq.png)
CRD# 2105773
Janney Montgomery Scott LLC
![William Addison, financial advisor Lexington SC](/img/ws/profile-blank-sq.png)
CRD# 6152328
Independent Advisor Alliance, LLC
![James Agostini, financial advisor Lexington SC](/img/ws/profile-blank-sq.png)
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Dec 2020 - Current | 3 |
Unemployed | Irmo, SC | Nov 2020 - Dec 2020 | < 1 |
Doordash | Irmo, SC | Sep 2020 - Nov 2020 | < 1 |
Unemployed | Irmo, SC | Mar 2020 - Aug 2020 | < 1 |
The Vrdolyak Law Group LLC | Chicago, IL | Nov 2014 - Feb 2020 | 5 |
Baker Tilly Virchow Krause LLC | Oak Brook, IL | Jul 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- SC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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