Stephanie Ames, financial advisor Columbus GA

Stephanie Ames

CRD Number: 4313265
Current Firm: Raymond James & Associates, Inc.

Stephanie Ames (CRD# 4313265) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbus, GA and has over 21 years of experience in the finance industry.

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Raymond James & Associates, Inc.
Company Name Location Dates Years
Raymond James & Associates Columbus, GA Mar 2020 - Current 2
Stephanie Ames Financial Coaching Columbus, GA Jun 2019 - Dec 2019 < 1
First Command Advisory Services Fort Worth, TX Oct 2016 - Mar 2019 2
First Command Financial Planning , Inc. Fort Worth, TX Oct 2016 - Mar 2019 2
First Command Insurance Services Inc. Fort Worth, TX Oct 2016 - Mar 2019 2
First Command Advisory Services Fort Worth, TX May 2016 - Sep 2016 < 1
Bb&t Investment Services, Inc. Fayetteville, NC Nov 2013 - Mar 2016 2
First Command Financial Services, Inc. Fort Worth, TX Aug 2011 - Nov 2013 2
First Command Financial Planning, Inc. Fort Worth, TX Aug 2011 - Nov 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Stephanie R. Ames
Phone Number: 727-567-1000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    331,150
    MILLIONS
  • Total Number of Accounts
    869,177
    ACCOUNTS
  • Average Account Value
    $380,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, VI, VT, WA, WI, WV, WY

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