Katie Stephenson (CRD# 6104729) is an Investment Advisor Representative working at Fsg Investment Management, LLC in Memphis, TN and has over 4 years of experience in the finance industry.
CRD# 5203846
Delta Asset Management, LLC
Score
103
CRD# 2644889
Wells Fargo Advisors, LLC
Score
96
CRD# 3193095
Ameriprise Financial Services, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Duncan-williams, Inc. | Memphis, TN | Aug 2012 - Current | 4 |
| University Of Memphis | Memphis, TN | Aug 2009 - Aug 2012 | 3 |
| U.s. Senator Roger Wicker | Washington, DC | Jul 2011 - Aug 2011 | < 1 |
| Republican Governors Association | Washington, DC | May 2010 - Aug 2010 | < 1 |
| Mississippi State University | Starkville, MS | Aug 2008 - Aug 2009 | 1 |
| Mississippi State University | Starkville, MS | Aug 2003 - Aug 2009 | 6 |
| Mississippi State University | Starkville, MS | Aug 2007 - Aug 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- TN
-
Total Assets Under Management647MILLIONS
-
Total Number of Accounts574ACCOUNTS
-
Average Account Value$1,127,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CO, FL, GA, LA, MS, NC, NV, NY, PA, SC, TN, TX
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