Stephanie Ayer (CRD# 3218564) is an Investment Advisor Representative working at Lpl Financial LLC in Eagle, ID and has over 24 years of experience in the finance industry.
CRD# 6768948
Lpl Financial LLC
CRD# 4962091
Eagle Strategies LLC
CRD# 6238361
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Eagle, ID | Jun 2015 - Current | 8 |
| Deutsche Bank Securities Inc. | San Francisco, CA | Feb 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
- CA
- ID
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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