Stephen PoitevintCRD Number: 5299336
Current Firm: Raymond James Financial Services Advisors, Inc.
Stephen Poitevint (CRD# 5299336) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Madison, AL and has over 9 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Investors Resource||Madison, AL||Apr 2011 - Current||6|
|Raymond James Financial Services Advisors, Inc.||Madison, AL||Sep 2009 - Current||8|
|Raymond James Financial Services||Madison, AL||Dec 2006 - Current||11|
|Unemployed||Bainbridge, GA||May 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- 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