Della M. Stegall
Professional summary
Della Marie Stegall, CFP®, who also goes by Della Marie Polivka, Della Stegall, is a registered financial advisor currently at FRUIT OF THE VINE FINANCIAL, LLC located in New Braunfels, Texas.
Della is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Della has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Della Marie Stegall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
March 23, 2023 - Present
FRUIT OF THE VINE FINANCIAL, LLC
Office #1: 2810 Oak Run Pkwy Ste 400-d, New Braunfels, TX 78132June 24, 2019 - April 12, 2022
MIDWEST PROFESSIONAL PLANNERS, LTD.
November 30, 2016 - June 17, 2019
PRUCO SECURITIES, LLC.
June 27, 2016 - June 17, 2019
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2024)
(3/23/2023)
Exams
Current Firm
FRUIT OF THE VINE FINANCIAL, LLC
CRD#: 325004 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 477,377 |
Red Flags
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Company Information
FRUIT OF THE VINE FINANCIAL, LLC
CRD#: 325004New Braunfels, TX 78132TRUST BUT VERIFY
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