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Stephen Muller

27 Years of Experience
Marysville, WA
1 DisclosureBrokerSells Insurance

Stephen Muller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marysville, WA, with 27 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1601 3rd Street, Marysville, WA, 98270

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2015
Other Business ActivitiesSells Insurance

Stephen is a director for a Canadian Strata/Association, a partner in a rental real estate business, a Marysville City Councilman, and the owner of Muller Financial, LLC. He also works as a non-variable insurance agent, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2015 - Present · 10 yrs 9 mos
Raymond James Financial Services, INC.Broker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Edward Jones
March 2009 - July 2015 · 6 yrs 4 mos
Edward JonesBroker
December 1998 - July 2015 · 16 yrs 7 mos
State Registrations16 states
AKAZCACOFLHIIAIDINMONCNDNVORTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Stephen Muller - Financial Advisor | TrueAdvisor