AdvisorOS Directory
Claim Profile
Unclaimed Profile
SB

Stephanie Marie Black

JAMES I. BLACK & COMPANY·LAKELAND, Florida
JAMES I. BLACK & COMPANY
311 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801CRD# 6395469Firm CRD# 1249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Marie Black · LAKELAND, FL
Registration
CRD #6395469 · JAMES I. BLACK & COMPANY
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Stephanie Marie Black is a registered financial advisor based in LAKELAND, Florida, affiliated with JAMES I. BLACK & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Stephanie Marie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie Marie is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
JAMES I. BLACK & COMPANY
JAMES I. BLACK & COMPANY
AUM
$132M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at JAMES I. BLACK & COMPANY →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE
Regulatory
SEC/IARD CRD# 6395469
Firm CRD# 1249
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKELAND?

Browse all registered financial advisors in LAKELAND, Florida or claim this profile if it's yours.

Browse LAKELAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephanie Marie Black offer?
Stephanie Marie Black specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.
What are Stephanie Marie Black's credentials?
Stephanie Marie Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Marie Black located?
Stephanie Marie Black is based in LAKELAND, Florida, working with JAMES I. BLACK & COMPANY. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does Stephanie Marie Black charge for services?
Stephanie Marie Black's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES I. BLACK & COMPANY?
JAMES I. BLACK & COMPANY has approximately 9 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JAMES I. BLACK & COMPANY

Gerald Leroy Black
LAKELAND, FL
Jennifer Leigh Black
LAKELAND, FL
Katharine Ann Black
LAKELAND, FL
Natasha Lynn Steadman
LAKELAND, FL

More Advisors in LAKELAND, Florida

Brandie H Philpot
AGAMERICA LENDING LLC·LAKELAND, FL
Bryce J Philpot
AGAMERICA LENDING, LLC·LAKELAND, FL
Cheryl Sue Kilgore
ALLEN & COMPANY OF FLORIDA, INC.·LAKELAND, FL
Clare Mccarren Kiesel
ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, FL
Colin B Clyne
AGAMERICA LENDING, LLC·LAKELAND, FL
Courtney A Eelman
AGAMERICA LENDING, LLC·LAKELAND, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile