Stephen Blackwell, financial advisor Seneca SC

Stephen Blackwell

CRD Number: 5497956
Current Firm: Raymond James Financial Services Advisors, Inc.

Stephen Blackwell (CRD# 5497956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Seneca, SC and has over 15 years of experience in the finance industry. Stephen Blackwell 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.

Similar Advisors
David Adrian, financial advisor Seneca SC
David Adrian
CRD# 6714168
Edward Jones
Similar Advisors
John Alexander, financial advisor Seneca SC
John C. Alexander
CRD# 4456936
Apex Capital Management LLC
Similar Advisors
Brian Baker, financial advisor Seneca SC
Brian C. Baker
CRD# 6620152
Strategic Blueprint, LLC
Professional Designations
Company Name Location Dates Years
Steward Partners Global Advisory, LLC Easley, SC Mar 2024 - Current < 1
Steward Partners Investment Solutions, LLC Easley, NC Mar 2024 - Current < 1
Steward Partners Investment Advisory, LLC Easley, SC Mar 2024 - Current < 1
Raymond James Financial Services, Inc. Easley, SC Nov 2020 - Mar 2024 3
Raymond James Financial Services Advisors, Inc. Easley, SC Nov 2020 - Mar 2024 3
Freedom Street Partners Easley, SC Nov 2020 - Mar 2024 3
Edward Jones St. Louis, MO Jun 2008 - Nov 2020 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Stephen K. Blackwell
Phone Number: 727-567-3020
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.