Stephen Switzer, financial advisor Mobile AL
88 score

Stephen Switzer

CRD Number: 6372461
Current Firm: Frugal Financial Retirement Plan Services, LLC

Stephen Switzer (CRD# 6372461) is an Investment Advisor Representative working at Frugal Financial Retirement Plan Services, LLC in Mobile, AL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Frugal Financial Retirement Plan Services, LLC Mobile, AL Jul 2014 - Current 2
Employee Fiduciary, LLC St. Petersburg, FL Jan 2014 - Jul 2014 < 1
Pnc Bank Mobile, AL Jun 2013 - Jan 2014 < 1
The W Salon & SPA Mobile, AL Jan 2012 - Jun 2013 1
Unemployed Mobile, AL May 2011 - Jan 2012 < 1
Wells Fargo Bank Mobile, AL Jun 2010 - May 2011 < 1
Unemployed Mobile, AL Apr 2009 - Jun 2010 1
At&t Mobility Mobile, AL Aug 2007 - Apr 2009 1
Lowes Pascagoula, MS Feb 2006 - Aug 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Stephen J. Switzer
Phone Number: 727-258-4900
Registered State(s):
  • AL
  • FL
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $311,865
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States

AL, FL

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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