Stephen Wormeli
Stephen Wormeli is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 33 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
40 Lake Bellevue Drive, Suite 280, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns rental real estate, dedicating minimal time to it. He is also the CEO, President, and owner of Investment Associates, Inc. DBA The Wormeli Group, a support company, spending a few hours per week on this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
First Montauk Securities CORP.Broker
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Everen Securities, INC.Broker
State Registrations20 states
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