Linda Stapf (CRD# 2712585) is an Investment Advisor Representative working at Lexaurum Advisors in Sykesville, MD and has over 28 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lexaurum Advisors, LLC | Overland Park, KS | Dec 2019 - Current | 4 |
| Linda L. Stapf Cpa, Pa. | Sykesville, MD | Jan 2005 - Current | 19 |
| Triad Advisors, Inc. | Norcross, GA | Aug 2016 - Dec 2019 | 3 |
| The Prosperity Consulting Group, LLC | Sykesville, MD | Aug 2016 - Dec 2019 | 3 |
| Immediate Mortgage Inc. | Monrovia, MD | Nov 2001 - Mar 2017 | 15 |
| 1st Global Insurance Services, Inc. | Sykesville, MD | Oct 2003 - Jul 2016 | 12 |
| 1st Global Advisors, Inc. | Sykesville, MD | Dec 1996 - Jul 2016 | 19 |
| 1st Global Capital Corp. | Sykesville, MD | Feb 1996 - Jul 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- MD
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Total Assets Under Management784MILLIONS
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Total Number of Accounts4,018ACCOUNTS
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Average Account Value$195,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, DC, DE, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
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