Belinda Stovall, financial advisor Chapel Hill NC
93 score

Belinda Stovall

CRD Number: 3044291
Current Firm: Strategic Advisers, Inc.

Belinda Stovall (CRD# 3044291) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Chapel Hill, NC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Cary, NC Jan 2008 - Current 8
Fidelity Investments Institutional Services Company, Inc. Covington, KY Apr 1998 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
S63 Uniform Securities State Law Examination Oct 2006
Contact Info for Belinda S. Stovall
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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