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Steven Blouse

22 Years of Experience
York, PA
BrokerSells Insurance

Steven Blouse is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 22 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

1605 East Market Street, York, PA, 17403

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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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Other Business ActivitiesSells Insurance

Steven is a long-term care insurance agent since 2013, dedicating minimal time to this activity. He is also an independent contractor for Miller and Gay, receiving office support and being listed as a financial advisor, also dedicating minimal time to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2011 - Present · 14 yrs 11 mos
Raymond James Financial Services, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.Broker
December 2007 - June 2009 · 1 yr 6 mos
Edward JonesBroker
March 2004 - December 2007 · 3 yrs 9 mos
State Registrations13 states
DEFLMAMDMNMTNJNVNYPASDTXVA
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.
Steven Blouse - Financial Advisor | TrueAdvisor