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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV