Steven Agee, financial advisor Roanoke VA

Steven Agee

CRD Number: 6307186
Current Firm: Raymond James Financial Services Advisors, Inc.

Steven Agee (CRD# 6307186) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roanoke, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mass Mutual Floyd, VA Nov 2019 - Current 2
Raymond James Financial Services, Inc. Roanoke, VA Dec 2018 - Current 3
Raymond James Financial Services Advisors, Inc. Roanoke, VA Dec 2018 - Current 3
American National Bank & Trust Company Roanoke, VA Dec 2018 - Current 3
American National Investment Services Roanoke, VA Dec 2018 - Current 3
Highland Capital Roanoke, VA Jan 2018 - Dec 2018 < 1
Lpl Financial LLC Roanoke, VA Feb 2018 - Nov 2018 < 1
Agee Family Farms Floyd, VA Jun 2012 - Aug 2018 6
Invest Financial Corporation Floyd, VA Apr 2017 - Feb 2018 < 1
New York Life Insurance Company Roanoke, VA Feb 2014 - Apr 2017 3
Nylife Securities LLC Roanoke, VA Feb 2014 - Apr 2017 3
Timberland Mulch Ferrum, VA Jun 2012 - Dec 2013 1
Proven Learning Lexington, KY Jan 2011 - May 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Steven M. Agee
Phone Number: 727-567-3020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, WY

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