Stefanie Crowe (CRD# 2305425) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 31 years of experience in the finance industry. Stefanie Crowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equita Financial Network, Inc. | Fort Washington, PA | Jun 2020 - Current | 3 |
| Stone Bridge Asset Management, LLC | Chattanooga, TN | Sep 2016 - Jun 2020 | 3 |
| Smartbank (formerly Cornerstone Community Bank) | Chattanooga, TN | Jun 2015 - Jun 2016 | 1 |
| Pinnacle Financial Partners (formerly Capitalmark Bank & Trust) | Chattanooga, TN | Nov 2007 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- TN
- TX
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Total Assets Under Management283MILLIONS
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Total Number of Accounts990ACCOUNTS
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Average Account Value$285,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, MA, MI, MN, MO, OR, PA, TN, TX
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