Stephanie Price (CRD# 6669728) is an Investment Advisor Representative working at St. Johns Investment Management Company, LLC in Jacksonville, FL and has over 7 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
St. Johns Investment Management Company, LLC | Jacksonville, FL | Feb 2016 - Current | 8 |
University Of North Florida | Jacksonville, FL | Nov 2009 - Jan 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- FL
- TX
-
Total Assets Under Management312MILLIONS
-
Total Number of Accounts564ACCOUNTS
-
Average Account Value$553,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, TX
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