Stephanie Eileen Lopez

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

• 03/2010 → Present
  Raymond James Financial Services, Inc.
  Fredericksburg, VA
• 03/2010 → Present
  Atlantic Union Bank
  Fredericksburg, VA
• 03/2010 → Present
  Auw Management \ Atlantic Union Financial Consultants, Llc
  Fredericksburg, VA
• 06/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Fredericksburg, VA

Other Businesses

(1) Name of Business: Beloved Photography Address: 860 Basswood Dr, Stafford, VA, 22554, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 11/08/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Beloved Photography is a photography business owned by a friend, she would like to occasionally use me on the weekends to assist her and to be a second shooter for weddings/events. Business is run out of her home, she often photographs at different locations (churces, parks, etc)

Exams

• S66 Uniform Combined State Law Examination
  2023-05-16

Other Names

• Stephanie Eileen Nagy
• Stephanie Eileen French