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Stephanie Sayres, financial advisor Knoxville TN

Stephanie Sayres

CRD Number: 4529864
Current Firm: Portfolio Audit, LLC

Stephanie Sayres (CRD# 4529864) is an Investment Advisor Representative working at Portfolio Audit, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Portfolio Audit,llc Private Wealth Management Knoxville, TN Apr 2002 - Current 22
Parkwest Hospital Knoxville, TN Jan 1997 - Current 27

Stephanie Sayres has no recent exams reported.
Contact Info for Stephanie W. Sayres
,
Phone Number: (865) 999-4838
Registered State(s):
  • FL
  • TN
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Current Firm Details
Portfolio Audit, LLC
Firm's CRD Number: 118549
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $270,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TN

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