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Shari Stiles

15 Years of Experience
Bluffton, SC
Broker

Shari Stiles is a registered investment advisor at Raymond James & Associates, INC., based in Bluffton, SC, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

27 Towne Drive, Suite 101, Suite 202, Bluffton, SC, 29910

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
August 2012 - November 2012 · 3 mos
M&i Financial Advisors, INCBroker
January 2012 - August 2012 · 7 mos
Mercer Allied Company, L.P.Broker
January 2007 - August 2011 · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2004 - January 2006 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
October 2001 - August 2004 · 2 yrs 10 mos
State Registrations2 states
GASC
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.
Shari Stiles - Financial Advisor | TrueAdvisor