Joan SteigerwaldCRD Number: 6181806
Current Firm: Capital Financial Services, Inc.
Joan Steigerwald (CRD# 6181806) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Marietta, GA and has over 4 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Capital Financial Servies, Inc.||Minot, ND||Jun 2014 - Current||3|
|Edward Jones||St. Louis, MO||Apr 2013 - Jun 2014||1|
|Aroundabout Local Media||Woodstock, GA||Aug 2012 - Apr 2013||< 1|
|The Science Chain||Marietta, GA||Sep 2011 - Apr 2013||1|
|Self Employed||Marietta, GA||Sep 1997 - Mar 2013||15|
|Cobb County School District||Marietta, GA||Aug 2009 - Jul 2012||2|
|The Day School||Sandy Springs, GA||Aug 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management142MILLIONS
Total Number of Accounts737ACCOUNTS
Average Account Value$192,622
- 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