Renee Sopko
Renee Sopko is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sisters, OR, 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
382 East Hood Ave, Suite E-103, Sisters, OR, 97759
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business Activities
Renee is an independent contractor for Bend Wealth and Sopko & Assoc, spending about 10-20% of her time on the latter. Renee also owns Sopko Properties LLC, a rental real estate business, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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