Stephanie Mccurry
Stephanie Mccurry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chalfont, PA, 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
3425 Limekiln Pike, Suite 10, Chalfont, PA, 18914
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business Activities
Stephanie is on the finance/investment committee for Lehman Memorial United Methodist Church, dedicating a few hours per week to investment decisions. She also works as an independent contractor providing financial planning services, dedicating about 10-20% of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
First Investors CorporationBroker
State Registrations19 states
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