Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie McClain is an investment advisor representative with LPL Financial LLC. Stephanie has been in the financial services industry for over 11 years. Stephanie works in the West Point, GA office of LPL Financial LLC. Stephanie has passed the Series 63, Series 7, Series 11 and Series 65 exams. Stephanie has been registered with the state of Georgia since 2018.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
03/05/2020 - Present
LPL Financial LLC (WEST POINT GA)
GA
01/17/2012 - 08/31/2018
L.M. KOHN & COMPANY (LAGRANGE GA)
GA
10/31/2011 - 01/17/2012
MIDSOUTH CAPITAL, INC. (LAGRANGE GA)
IA
Issued 02/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2011
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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