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Carrie Stinchfield
29 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker
Carrie Stinchfield is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (1)
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Financial
May 2017Final
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2006 - Present · 19 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2006 - Present · 19 yrs 10 mos
Raymond James & Associates, INC.
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Morgan Stanley
July 1996 - August 2006 · 10 yrs 1 mo
Morgan Stanley Dw INC.Broker
July 1996 - August 2006 · 10 yrs 1 mo
State Registrations31 states
AZCACOCTDEFLGAILINKYLAMAMDMIMONCNENHNJNVNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.