Stephanie Bailey (CRD# 7436852) is an Investment Advisor Representative working at Northavenue LLC in Columbus, OH and has over 2 years of experience in the finance industry. Stephanie Bailey 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# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northavenue, LLC | Columbus, OH | Jul 2020 - Current | 3 |
| Kansas State University | Mission, TX | Jan 2019 - Dec 2020 | 1 |
| Sharyland Independent School District | Mission, TX | Aug 2019 - Mar 2020 | < 1 |
| Kids In The Kitchen | Horizon City, TX | Apr 2017 - Dec 2018 | 1 |
| Colin Baenzinger & Associates | Daytona Beach Shores, FL | Mar 2017 - Nov 2018 | 1 |
| Bailey Household | Daytona Beach Shores, FL | Jul 2004 - Mar 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- OH
- UT
-
Total Assets Under Management141MILLIONS
-
Total Number of Accounts516ACCOUNTS
-
Average Account Value$272,447
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, OH, TX, UT, VA
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