Heather Stiles
Heather Stiles is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Capitola, CA, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2121 41st Avenue, #206, Capitola, CA, 95010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Heather is the Secretary and Treasurer of a concierge wealth management company affiliated with Raymond James Financial Services, Inc. This takes about 10-20% of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Linsco/private Ledger CORP.Broker
Baikie & Alcantara INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations12 states
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