Stephanie Goetsch (CRD# 6940618) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 4 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kelman Lazarov Inc. | Memphis, TN | Apr 2023 - Current | 1 |
| Mutual Securities, Inc. | Camarillo, CA | Apr 2023 - Current | 1 |
| Raymond James Financial Services Inc. | Memphis, TN | May 2021 - Apr 2023 | 1 |
| Raymond James Financial Services Advisors Inc. | Memphis, TN | May 2021 - Apr 2023 | 1 |
| Bank Of America, N.a. | Frisco, TX | Aug 2019 - May 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco, TX | Jul 2019 - May 2021 | 1 |
| Unemployed | Hot Springs, AR | May 2019 - Jul 2019 | < 1 |
| Furman University Office Of Development | Greenville, SC | Sep 2017 - May 2019 | 1 |
| Furman University | Greenville, SC | Aug 2015 - May 2019 | 3 |
| Morgan Stanley | Tulsa, OK | May 2018 - Aug 2018 | < 1 |
| Pulaski Academy | Little Rock, AR | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- TN
-
Total Assets Under Management647MILLIONS
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Total Number of Accounts1,288ACCOUNTS
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Average Account Value$502,208
- 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
- Educational seminars/workshops
AL, AR, CA, FL, GA, IL, LA, MA, MD, MI, MS, NC, NY, TN, TX, VA
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