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Julie Stiers

Raymond James Financial Services Advisors, INC
34 Years of Experience
Lake Oswego, OR
1 DisclosureBroker
View SEC Summary
View SEC Summary

Julie Stiers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 34 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4900 Meadows Road, Suite 100, Lake Oswego, OR, 97035

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 1996
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Julie is a round dancing cuer and teacher since 2014, dedicating minimal time to this activity. She is also an associate/employee of Metis Wealth Advisory Group, spending minimal time on this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2004 - Present · 22 yrs 2 mos
Previous Registrations
Metis Wealth Advisory Group
February 2011 - July 2019 · 8 yrs 5 mos
Sii Investments, INC.Broker
November 2003 - June 2004 · 7 mos
Investment Centers of America, INC.Broker
September 2001 - November 2003 · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 1996 - September 2001 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1991 - April 1996 · 4 yrs 7 mos
State Registrations41 states
AKALARAZCACOCTFLGAHIIAIDILKYLAMAMDMEMNMSMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Julie Stiers - Financial Advisor | TrueAdvisor