Stefanie Starling (CRD# 6313558) is an Investment Advisor Representative working at Lpl Financial LLC in Lake City, FL and has over 9 years of experience in the finance industry.
CRD# 1712429
Planmember Securities Corporation
CRD# 1836080
Planmember Securities Corporation
CRD# 4233410
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Flemng Island, FL | Mar 2017 - Current | 7 |
| Vystar Credit Union | Fleming Island, FL | Mar 2017 - Current | 7 |
| Fidelity Brokerage Services, LLC | Jacksonville, FL | Mar 2014 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- FL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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