Julie Stiers
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. 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
4900 Meadows Road, Suite 100, Lake Oswego, OR, 97035
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Regulatory History (1)
Employment Separation After Allegations
February 1996Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Metis Wealth Advisory Group
Sii Investments, INC.Broker
Investment Centers of America, INC.Broker
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations39 states
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.