Stephanie Sage, financial advisor Virginia Beach VA

Stephanie Sage

CRD Number: 5065402
Current Firm: Lpl Financial LLC

Stephanie Sage (CRD# 5065402) is an Investment Advisor Representative working at Lpl Financial LLC in Virginia Beach, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Virginia Beach, VA Jan 2021 - Current < 1
Northwestern Mutual Investment Services, LLC Virginia Beach, VA Oct 2019 - Jan 2021 1
Randolph Henderson Virginia Beach, VA Sep 2019 - Jan 2021 1
Unemployed Bellevue, WA May 2018 - Sep 2019 1
Raymond James Financial Services, Inc. Sammamish, WA Oct 2017 - May 2018 < 1
Raymond James Financial Services Advisors Inc. Redmond, WA Oct 2017 - May 2018 < 1
Firstech Ferderal Credit Union Sammamish, WA Sep 2017 - May 2018 < 1
Addison Avenue Sammamish, WA Aug 2017 - May 2018 < 1
Raymond James Financial Services, Inc. Redmond, WA Sep 2017 - Oct 2017 < 1
Unemployed Bellevue, WA Sep 2016 - Sep 2017 1
Ameriprise Financial Services, Inc. Mercer Island, WA Oct 2010 - Sep 2016 5
Heritage Wealth Advisors Mercer Island, WA Oct 2010 - Sep 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephanie L. Sage
Phone Number: 704-733-3300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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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