Steven Muckley
Steven Muckley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 19 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
15130 Main St, Suite 200, Mill Creek, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven runs a CPA practice as a sole proprietor since 2008, taking about half of his time. He also serves as a trustee for an irrevocable trust, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
H.D. Vest Advisory Services, INC
Uvest Financial Services Group, INC.
State Registrations1 state
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