Stephen Poitevint
Stephen Poitevint is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bainbridge, GA, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
908 Tallahassee Highway, Bainbridge, GA, 39819
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen serves as a Deacon at First Presbyterian Church and is involved with Hicks Properties LLC, Poitevint Properties LLC, Stephen P Poitevint, Inc., and the Taylor Trust. He also sells non-variable insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Fsc Securities CorporationBroker
Ids Financial Services INC.Broker
American Express Financial Advisors INC.Broker
State Registrations10 states
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