Advisor at Steward Partners Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Steward Partners Investment Advisory, LLC
Location
Dalton, GA 30720
Credentials
Series 63, Series 65
Industry experience
28 years
Flat fees for financial planning reviews and updates may be charged, negotiable by agreement.
$10,000 - $24,999: N/A (minimum account size, fees negotiable) $25,000 - $49,999: Up to 2.50% annually $50,000+: Up to 2.50% annually
Hourly rates may apply for financial planning updates or consulting at IAR’s discretion.
Account minimum: $10,000 Minimum fee: Minimum Quarterly Program Fee of $250 (prior to May 2011) is mentioned, but currently minimum quarterly fees are negotiable and may be waived. Fee-only: Advisory fees negotiated between client and IAR, typically based on assets under management.
Steward Partners Investment Solutions, LLC
2023 - Present (3 years)
Steward Partners Investment Advisory, LLC
2023 - Present (3 years)
Steward Partners Global Advisory, LLC
2023 - Present (3 years)
WELLS FARGO Clearing Services, LLC
2016 - 2023 (7 years)
Wells Fargo Advisors, LLC
2016 - 2016 (1 year)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley Smith Barney
2009 - 2016 (7 years)
Morgan Stanley & Co. Incorporated
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Dalton, GA
Edward Jones
CFP®, Series 66
Dalton, GA
Stratos Wealth Partners, Ltd
Series 66
Dalton, GA
Kingswood Wealth Advisors, LLC
Series 66
Dalton, GA
Kingswood Wealth Advisors, LLC
Series 66
Dalton, GA
Stratos Wealth Partners, Ltd
Series 66
Dalton, GA
Benjamin F. Edwards & Company, Inc.
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