Best Investors Account Sign in

Stephanie Howard Kidd

Raymond James & Associates, Inc.

Chapel Hill, NC

CRD 6246545

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-02
NC RA APPROVED 2015-11-30
  • TX RA
    APPROVED_RES
    Since 2020-01-02
  • NC RA
    APPROVED
    Since 2015-11-30

Branch Locations

101 Glen Lennox Dr Suite 260, Chapel Hill, NC 27517 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Raleigh NC 11/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-14
  • S66 Uniform Combined State Law Examination
    2014-10-14
Other Names
  • Stephanie Wanda Howard
  • Stephanie Howard Holt
  • Stephanie Howard Roberts
  • Stephanie Holt

View on SEC IAPD

More in Chapel Hill, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor