Stephanie E. Doyle
Professional summary
Stephanie Elizabeth Doyle, who also goes by Stephanie Eliszabeth Doyle, Stephanie Elizabeth Goss, is a registered financial advisor currently at STEPHANIE E. DOYLE INVESTMENT MANAGEMENT located in Kingwood, Texas.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Stephanie has worked at 5 firms and has passed the Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Elizabeth Doyle's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2020 - Present
STEPHANIE E. DOYLE INVESTMENT MANAGEMENT
May 14, 1997 - August 3, 2005
CHARLES SCHWAB & CO., INC.
May 13, 1997 - August 3, 2005
CHARLES SCHWAB & CO., INC.
February 8, 1996 - May 8, 1997
FIDELITY BROKERAGE SERVICES LLC
August 25, 1995 - September 28, 1995
AMERIPRISE ADVISOR SERVICES, INC.
October 22, 1993 - February 15, 1994
DICKINSON & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/18/2020)
Exams
Current Firm
STEPHANIE E. DOYLE INVESTMENT MANAGEMENT
CRD#: 137067 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 8,000,000 |
Red Flags
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