Stephen EyeCRD Number: 1046234
Current Firm: Suntrust Investment Services, Inc.
Stephen Eye (CRD# 1046234) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Greenville, SC and has over 35 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Suntrust Investment Services, Inc.||Spartanburg, SC||Mar 2006 - Current||11|
|Suntrust Bank||Spartanburg, SC||Feb 2006 - Jun 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV