Terri Steffner is a registered investment advisor at Raymond James & Associates, INC., based in Napa, CA, with 18 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Napa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terri is a partner and President of Boyd Plaza LLC, a building she inherited from her parents along with her siblings. She spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations4 states
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