Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-22 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
3425 Limekiln Pike Suite 10, Chalfont, PA 18914 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lansdale | PA | 04/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Lansdale | PA | 01/2009 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-15 |
Reach out to this advisor