Harry Steele
Harry Steele is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Adrian, MI, with 37 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
121 E. Maumee St., Adrian, MI, 49221
Get directionsHistory
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 ActivitiesSells Insurance
Harry is an agent for Gleaner Life Insurance Society, selling fixed annuities and life insurance, and spends a few hours per week on this. He is also the President and Owner of HB Steele, Incorporated, owns HBS Properties, LLC (a rental real estate entity), and is a board member for Kiwanis and Lenawee Development Finance Authority.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.