Stefany Schade (CRD# 5353005) is an Investment Advisor Representative working at Independent Financial Group, LLC in Corpus Christi, TX and has over 16 years of experience in the finance industry.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Corpus Christi, TX | Jul 2021 - Current | 2 |
| Toroso Financial Group, LLP | Corpus Christi, TX | Jan 2009 - Current | 15 |
| Cetera Advisor Networks LLC | The Woodlands, TX | Nov 2017 - Jul 2021 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2017 - Nov 2017 | < 1 |
| Girard Securities, Inc. | San Diego, CA | Jan 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- TX
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- 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)
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, VT, WA, WI, WV, WY
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