Stephanie Bigwood (CRD# 735422) is an Investment Advisor Representative working at Goldsborough Capital Management, LLC in Gaithersburg, MD and has over 34 years of experience in the finance industry. Stephanie Bigwood 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sgb Driving Services | Baltimore, MD | Sep 2018 - Current | 5 |
| Goldsborough Capital Management, LLC | Baltimore, MD | Mar 2012 - Current | 12 |
| Goldsborough Tax And Accounting Services, LLC | Balttimore, MD | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- MD
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Total Assets Under Management7MILLIONS
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Total Number of Accounts21ACCOUNTS
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Average Account Value$342,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MD
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