Therese Stewart
Therese Stewart is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gig Harbor, WA, with 38 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
3202 Harborview Dr Nw., Suite A, Gig Harbor, WA, 98335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Therese owns 50% of an office building through Harborview House, LLC, and is a branch manager for Stewart and Rosenboom Financial Group, taking about half of her time. She also incorporates her business and is a committee member for YWCA Pierce County, dedicating minimal time to each.
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
Bush Polen & Associates INC
American Express Financial Advisors INC.Broker
State Registrations29 states
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