Stephen Griffin (CRD# 4583194) is an Investment Advisor Representative working at Eagle Strategies LLC in Sarasota, FL and has over 18 years of experience in the finance industry. Stephen Griffin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Full Spectrum Financial Group | Sarasota, FL | May 2017 - Current | 6 |
| Eagle Strategies LLC | Sarasota, FL | Aug 2008 - Current | 15 |
| New York Life Insurance Company | Tampa, FL | Aug 2002 - Current | 21 |
| Ordonez & Griffin Financial Group | Sarasota, FL | Aug 2007 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
- FL
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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