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Stephanie Kidd

11 Years of Experience
Chapel Hill, NC
Broker

Stephanie Kidd is a registered investment advisor at Raymond James & Associates, INC., based in Chapel Hill, NC, with 11 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

101 Glen Lennox Dr, Suite 260, Chapel Hill, NC, 27517

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.Broker
November 2015 - Present · 10 yrs 8 mos
Previous Registrations
Davenport & Company LLC
July 2015 - December 2015 · 5 mos
Davenport & Company LLCBroker
July 2015 - December 2015 · 5 mos
Northwestern Mutual Investment Services,llc
October 2014 - June 2015 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
July 2014 - June 2015 · 11 mos
State Registrations30 states
AZCACOCTDEFLGAHIILMAMDMEMIMNNCNJNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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