Stephanie Henryka Mccurry

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2002 → Present
  Raymond James Financial Services, Inc.
  Lansdale, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Lansdale, PA

Other Businesses

(1) Name of Business: Lehman Memorial United Methodist Church Address: 300 S. York Rd. , Hatboro, PA, 18914, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 10/17/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I attend quarterly meetings with 2 other individuals to determine which investments to choose or to change. I am not authorized to make any of these changes or even to get into the accounts at Vanguard. We use primarily no-load socially conscious mutual funds. I am also a member of the Finance Committee. I can set up the agendas for the monthly meetings, but I cannot vote on any proposals. (2) Name of Business: Stephanie H McCurry, CDFA DBA Stephanie H McCurry Address: 3425 Limekiln Pike Ste 10, Chalfont, PA, 18914, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 04/12/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Stephanie McCurry DBA Raymond James Financial Services Address: 3425 Limekiln Pike Ste 10, Chalfont, PA, 18914, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial planning with clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-13
• S63 Uniform Securities Agent State Law Examination
  1988-02-15

Designations

• Certified Financial Planner

Other Names

• Stephanie Reading