Steven Thorpe (CRD# 5788788) is an Investment Advisor Representative working at Pragmatic Portfolios, LLC in Durham, NC and has over 14 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pragmatic Portfolios, LLC | Durham, NC | Jan 2010 - Current | 14 |
| Mcnc | Research Triangle Park, NC | Feb 1992 - Dec 2016 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
- NC
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$308,785
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
NC
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