Stephanie Watts
Stephanie Watts is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 4 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
Firm Size
IM Fee
Assets Under Management
Location
3225 Summit Square Place Suite 200, Lexington, KY, 40509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie is an associate/employee at Vine Street Private Wealth & Family Office, where she is creating a new business name to be used as a DBA. This takes about a quarter to half of Stephanie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
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