Stephanie Fralin (CRD# 3113229) is an Investment Advisor Representative working at Commonwealth Financial Network in Roanoke, VA and has over 25 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2022 - Current | 2 |
| Sage Creek Planning And Investments | Roanoke, VA | Jul 2018 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Jul 2018 - Dec 2021 | 3 |
| Mml Investors Services, LLC | Roanoke, VA | Mar 2017 - Jul 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Jul 2018 | 2 |
| Metlife Securities Inc. | Roanoke, VA | Oct 2015 - Mar 2017 | 1 |
| Suntrust Investment Services, Inc. | Roanoke, VA | May 2000 - Sep 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- VA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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