Steven AgeeCRD 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.
Alexander Advisory Services, LLC
Mutual Of Omaha Investor Services, Inc.
Eagle Strategies LLC
|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|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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