Stephanie Austin Stackhouse
CRD Number: 5487627Current Firm: Raymond James Financial Services Advisors, Inc.
Stephanie Austin Stackhouse (CRD# 5487627) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Wealth Partners | Flagstaff, AZ | Oct 2022 - Current | 1 |
| Rental Real Estate | Flagstaff, AZ | Mar 2020 - Current | 4 |
| Rose Odd Lot LLC | Flagstaff, AZ | Nov 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Flagstaff, AZ | Oct 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Flagstaff, AZ | Oct 2019 - Current | 4 |
| Cedar Odd Lot LLC | Flagstaff, AZ | Oct 2019 - Current | 4 |
| Stackhouse Wealth Strategies LLC | Flagstaff, AL | Oct 2019 - Current | 4 |
| Edward Jones | Flagstaff, AZ | Feb 2008 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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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