Stephanie Storey (CRD# 6199461) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 10 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Estate Property Inc., Robert Booth Agent | Northridge, CA | May 2017 - Current | 6 |
| Stephanie Storey, Sole Proprietor | West Hills, CA | Jan 2017 - Current | 7 |
| Transamerica Financial Advisors, Inc. | Agoura Hills, CA | Apr 2013 - Current | 11 |
| World Financial Group, Inc. | Agoura Hills, CA | Sep 2012 - Current | 11 |
| Stephanie Storey Notary Public | West Hills, CA | Oct 2001 - Current | 22 |
| Debt Negotiators | Sehrman Oaks, CA | May 2017 - Mar 2022 | 4 |
| Proctor Gallagher Institute | Scottsdale, AZ | Jun 2021 - Aug 2021 | < 1 |
| Anthem | Newbeury, CA | Mar 2017 - May 2018 | 1 |
| Aetna | Hartfod, CA | Mar 2017 - May 2018 | 1 |
| Zein Insurance Services Inc. | Woodland Hills, CA | Jul 2015 - Nov 2017 | 2 |
| Cooper Properties | West Hills, CA | Apr 2009 - Mar 2017 | 7 |
| Johnsonwood, Inc. | West Hills, CA | Jan 2014 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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