Stephanie Goetsch is a CFP-designated registered investment advisor, based in Memphis, TN, with 7 years of industry experience. Stephanie is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5100 Poplar Ave, Ste 2805, Memphis, TN, 38137-2805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie is a financial advisor at Kelman-Lazarov, Inc., working with clients and advisors to set up investment accounts and administer financial plans since April 2023. This investment-related activity takes nearly full-time.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Kelman Lazarov INC
Previous Registrations
Mutual Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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