Stuart Augustine (CRD# 4585083) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fayetteville, NC and has over 21 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4560006
Lpl Financial LLC
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lumbee Guaranty Bank | Fayetteville, NC | Apr 2024 - Current | < 1 |
| Lpl Financial | Fayetteville, NC | Apr 2024 - Current | < 1 |
| Stifel Nicolaus & Co Inc. | Fayetteville, NC | Jan 2009 - Apr 2024 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- NC
- TX
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Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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