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Stephanie Stackhouse

Raymond James Financial Services Advisors, INC
18 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Stephanie Stackhouse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 18 years of industry experience. Stephanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14350 N. 87th Street, Suite 300, Scottsdale, AZ, 85260

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Stephanie owns rental real estate, dedicating minimal time to it. She also owns Stackhouse Wealth Strategies LLC, her securities business affiliated with Raymond James, taking about 10-20% of her time, and a franchise for her mother called Sugar Sugar, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2019 - Present · 7 yrs
Raymond James Financial Services, INC.Broker
October 2019 - Present · 7 yrs
Previous Registrations
Edward Jones
May 2008 - October 2019 · 11 yrs 5 mos
Edward JonesBroker
March 2008 - October 2019 · 11 yrs 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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