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Stacy Seeger

9 Years of Experience
Chattanooga, TN
BrokerSells Insurance

Stacy Seeger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chattanooga, TN, with 9 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

801 Broad Street, Chattanooga, TN, 37402

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Stacy owns rental real estate, dedicating minimal time to it, and is an associate/employee at Pinnacle Asset Management, Pinnacle Financial Partners, and The Tindall Team, spending about half her time at each. Stacy also owned a Medicare insurance business in the past.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2017 - Present · 9 yrs 2 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 11 mos
State Registrations1 state
TN
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.