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
Culpeper, VA 22701
Credentials
Series 63, Series 66
Industry experience
8 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
2024 - Present (2 years)
Steward Partners Investment Advisory, LLC
2024 - Present (2 years)
Steward Partners Global Advisory, LLC
2024 - Present (2 years)
Raymond James Financial Services Advisors, Inc
2021 - 2024 (3 years)
Freedom Street Partners
2020 - 2024 (4 years)
Raymond James Financial Services, Inc
2017 - 2024 (7 years)
Koller Financial Services, LLC
2012 - 2020 (8 years)
Raymond James Financial Services, Inc
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Radiant, VA
Money Pilot Financial Advisor LLC
Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open. I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.
Series 66
Culpeper, VA
Edward Jones
Series 66
Locust Grove, VA
Edward Jones
ChFC®, Series 66
Locust Grove, VA
Edward Jones
Series 66
Culpeper, VA
Edward Jones
CFP®, Series 63, Series 65
Brightwood, VA
Glenayr Family Advisors LLC
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