Jacqueline StirlingCRD Number: 1964969
Current Firm: Kestra Advisory Services, LLC
Jacqueline Stirling (CRD# 1964969) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Columbia, SC and has over 28 years of experience in the finance industry. Jacqueline Stirling 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.
Lpl Financial LLC
Lpl Financial LLC
Davinci Financial Designs
|Kestra Financial Securities, Inc.||Austin, TX||Apr 2016 - Current||1|
|Benefit Consultant And Administrators, Inc.||Columbia, SC||Jan 2010 - Current||8|
|Nfp Securities, Inc.||Columbia, SC||Jan 2003 - Apr 2016||13|
|Beacon Group LLC||Columbia, SC||Feb 2001 - Jan 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- 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
- 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
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