Stephen Phillip Poitevint

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

• 05/1990 → Present
  Raymond James Financial Services, Inc.
  Bainbridge, GA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Bainbridge, GA
• 05/1998 → Present
  Stephen P. Poitevint Inc.
  Bainbridge, GA

Other Businesses

(1)Name of Business: First Presbyterian Church Address: 200 E Shotwell st, Bainbridge, GA, 39819, United States Activity Type: Religious Position/Title: Deacon Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Elder/DeaconElected to serve as Elder beginning 1/1/21. Have previously served 3 three year terms. Have been Ordained. Will serve spiritual needs of congregation and also serve on the Session which is the Governing body of the local Church. (2)Name of Business: Hicks Properties LLC Address: 1419 Douglas Drive, Bainbridge, GA, 39819, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: NA Address: 908 Tallahassee Hwy Bainbridge GA, Bainbridge, GA, 39819, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/29/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: insurance sales (4)Name of Business: Poitevint Properties LLC Address: 1419 Douglas Drive, Bainbridge, GA, 39819, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/27/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager, Member/owner.Commercial Rental property owned by the LLConly activity is collecting rent (5)Name of Business: Support company for RJFS related business Address: 908 Tallahassee Rd, Bainbridge, GA, 39819, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/18/1998 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Stephen P Poitevint, Inc. ~ Officer: CEO ~ Owner (6)Name of Business: Taylor Trust Address: 1419 Douglas Drive, Bainbridge, GA, 39819, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/10/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-01-04

Other Names

• Stephen Phillip Poitevgint
• Stephen Phillip Poltevint
• Steve Poitevint