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Stephanie Stackhouse

17 Years of Experience
Flagstaff, AZ
1 DisclosureBroker

Stephanie Stackhouse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Flagstaff, AZ, with 17 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

500 N Beaver Street, Flagstaff, AZ, 86001

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History

Regulatory History (1)
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Customer Dispute
October 2010
Denied
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 · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 9 mos
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

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Exams
No exam information available for this advisor.
Stephanie Stackhouse - Financial Advisor | TrueAdvisor