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Victoria L. Ragland

EQUITY MANAGEMENT
ST. LOUIS, MO
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CRD#: 1195568
VR

Professional summary


Victoria Lee Ragland, who also goes by Stringer Ragland, VIcki Lee Ragland, Victoria Lee Stringer, is a registered financial advisor currently at EQUITY MANAGEMENT, INC. located in St. Louis, Missouri.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Victoria has worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Stringer Ragland | Vicki Lee Ragland | Victoria Lee Stringer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
President Equity Management, Inc., a registered investment adviser and Equity Investment Services, Inc. a FINRA member Broker Dealer. Both Investment related. 3916 Rivendale Court, Florissant, MO 63034. 10 Hours a week.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Victoria Lee Ragland's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 23, 1992 - Present

EQUITY MANAGEMENT, INC.

RIA
CRD#: 116728
ST. LOUIS, MO
Past

July 5, 2016 - January 30, 2017

NAMCOA

RIA
CRD#: 133978
Lake Worth, FL
Past

March 17, 1999 - October 8, 2018

EQUITY INVESTMENT SERVICES, INC

BD
CRD#: 46262
Lake Worth, FL
Past

October 2, 1998 - April 2, 1999

JOSEPH CHARLES HAKE & COMPANY, INC.

BD
CRD#: 10876
ST. LOUIS, MO
Past

July 25, 1996 - October 6, 1998

OAKBRIDGE FINANCIAL SERVICES

BD
CRD#: 16323
KIRKWOOD, MO
Past

August 10, 1992 - June 30, 1996

JOSEPH CHARLES HAKE & COMPANY, INC.

BD
CRD#: 10876
ST. LOUIS, MO
Past

November 9, 1989 - July 14, 1992

HUNTLEIGH SECURITIES CORPORATION

BD
CRD#: 7456
ST. LOUIS, MO
Past

June 23, 1989 - November 21, 1989

WESTPORT FINANCIAL GROUP, INC.

BD
CRD#: 13048
Past

November 18, 1988 - July 12, 1989

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
Past

February 1, 1988 - November 18, 1988

ROWLAND, SIMON & CO.

BD
CRD#: 21666
Past

January 6, 1986 - February 1, 1988

I.M. SIMON & CO., INC.

BD
CRD#: 418
Past

April 17, 1985 - February 10, 1986

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

April 17, 1985 - February 11, 1986

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(12/18/2001)
IAR
Missouri
(12/23/1992)

Exams


State Security Law Exam
RR
Series 63
Date: 8/5/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


EM
EQUITY MANAGEMENT, INC.
EQUITY MANAGEMENT, INC.

CRD#: 116728 / SEC#:

Illinois
Registered Investment Advisory firm - (12/18/2001 Approved)
Missouri
Registered Investment Advisory firm - (12/23/1992 Approved)
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Contact information


Main Address
Lake Worth, FL
Mailing Address
Phone number
(314) 494-2731
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts14
AUM (Assets Under Management)$ 10,437,488

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EQUITY MANAGEMENT, INC.

CRD#: 116728St. Louis, MO

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