SV
CFP
SV
CFP

Steven Vannostrand

14 Years of Experience
Houston, TX
Broker

Steven Vannostrand is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 14 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

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2022 - Present · 4 yrs
Raymond James & Associates, INC.
May 2022 - Present · 4 yrs
Previous Registrations
Goodman Financial Corporation
January 2021 - April 2022 · 1 yr 3 mos
Advice and Planning Services
January 2016 - November 2020 · 4 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2015 - November 2020 · 4 yrs 11 mos
Chase Investment Services CORP.Broker
May 2009 - September 2012 · 3 yrs 4 mos
Banc of America Investment Services, INC.Broker
December 2007 - January 2009 · 1 yr 1 mo
State Registrations25 states
ALAZCACOCTFLGAILKYMAMEMNMONCNDNMNVNYOKPATNTXUTVAWI
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.