Stephanie Kidd, financial advisor Raleigh NC
76 score

Stephanie Kidd

CRD Number: 6246545
Current Firm: Raymond James & Associates, Inc.

Stephanie Kidd (CRD# 6246545) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Raleigh, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Raleigh, NC Nov 2015 - Current 1
Davenport & Company LLC Raleigh, NC Jun 2015 - Nov 2015 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Nov 2014 - Jun 2015 < 1
Northwestern Mutual Investment Services LLC Raeigh, NC Jul 2014 - Jun 2015 < 1
Robert Fussell Raleigh, NC Apr 2014 - Jun 2015 1
Wallace Daniel Raleigh, NC Apr 2014 - Jun 2015 1
Northwestern Mutual Life Insurance Company Raleigh, NC Oct 2013 - Jun 2015 1
Granville County Schools Franklinton, NC Jan 2013 - Sep 2013 < 1
North State Screen And Shutter Raleigh, NC Jun 2011 - Dec 2012 1
Heritage Eye Care Wake Forest, NC Jan 2010 - Jun 2011 1
E J Kidd And Company Raleigh, NC May 1994 - Jan 2010 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Stephanie H. Kidd
Phone Number: 727-567-1000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
76

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