Stephen SwitzerCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Retirement Advisors, Inc.
Gantt Financial Advisors, LLC
|Frugal Financial Retirement Plan Services, LLC||Mobile, AL||Jul 2014 - Current||3|
|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|
Total Assets Under Management4MILLIONS
Total Number of Accounts14ACCOUNTS
Average Account Value$311,865
- A percentage of assets under your management
- Pension consulting services
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