Stephen Eller
Stephen Eller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Estero, FL, with 29 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
9180 Estero Park Commons, Suite 8, Estero, FL, 33928
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Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Stephen is the executor for an estate, vice president of a non-profit, and owner of rental real estate and a support company. He also works as a health insurance agent, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Prudential Securities IncorporatedBroker
State Registrations42 states
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