Stephen Francis
Stephen Francis is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, IL, with 20 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
205 South Water Street, Wilmington, IL, 60481
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen owns rental real estate, manages a share crop operation, and owns Oak Knoll Financial Strategies, LLC (his RJ support company). He also owns Oak Knoll Insurance Strategies, Inc. and Oak Knoll Tax Co., dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations25 states
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