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
Hayesville, NC
Credentials
Series 63, Series 65
Industry experience
32 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 Advisory, LLC
2025 - Present (1 year)
Steward Partners Global Advisory, LLC
2025 - Present (1 year)
Advisory Services Network, LLC
2017 - 2025 (8 years)
Precision Capital Management
2015 - 2018 (3 years)
Moore's Wealth Management
2009 - 2025 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Blairsville, GA
Contemporary Financial Planning
Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.
Series 66
Blairsville, GA
Edward Jones
CFP®, ChFC®, Series 66
Blairsville, GA
Edward Jones
Series 63, Series 66
Hayesville, NC
Edward Jones
Series 66
Murphy, NC
Edward Jones
Series 66
Murphy, NC
Edward Jones
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