Stephanie Davis (CRD# 5065402) is an Investment Advisor Representative working at Lpl Financial LLC in Virginia Beach, VA and has over 17 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Virginia Beach, VA | Jan 2021 - Current | 3 |
| Northwestern Mutual Investment Services, LLC | Virginia Beach, VA | Oct 2019 - Jan 2021 | 1 |
| Randolph Henderson | Virginia Beach, VA | Sep 2019 - Jan 2021 | 1 |
| Unemployed | Bellevue, WA | May 2018 - Sep 2019 | 1 |
| Raymond James Financial Services, Inc. | Sammamish, WA | Oct 2017 - May 2018 | < 1 |
| Raymond James Financial Services Advisors Inc. | Redmond, WA | Oct 2017 - May 2018 | < 1 |
| Firstech Ferderal Credit Union | Sammamish, WA | Sep 2017 - May 2018 | < 1 |
| Addison Avenue | Sammamish, WA | Aug 2017 - May 2018 | < 1 |
| Raymond James Financial Services, Inc. | Redmond, WA | Sep 2017 - Oct 2017 | < 1 |
| Unemployed | Bellevue, WA | Sep 2016 - Sep 2017 | 1 |
| Ameriprise Financial Services, Inc. | Mercer Island, WA | Oct 2010 - Sep 2016 | 5 |
| Heritage Wealth Advisors | Mercer Island, WA | Oct 2010 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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