Stacey KastenCRD Number: 4462472
Current Firm: Raymond James & Associates, Inc.
Stacey Kasten (CRD# 4462472) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Colorado Springs, CO and has over 13 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Raymond James & Associates, Inc.||Colorado Springs, CO||Oct 2007 - Current||10|
|Sanders Morris Harris Inc.||Houston, TX||Mar 2005 - Aug 2007||2|
|Smh Capital Advisors Inc.||Houston, TX||Mar 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2004|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV