TrueAdvisor
TrueAdvisor
NS
NS

Nelson Stiles

Planmember Securities Corporation
13 Years of Experience
Oviedo, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Nelson Stiles is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 13 years of industry experience. Nelson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.

Planmember Securities Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
445 advisors
Number of Clients
69,645 clients
Average Client Portfolio
$145K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.25%
$500K - $1.0M0.20%
$1M+0.10%

Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Oviedo, FL

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2011
Criminal
September 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nelson is a realtor with Sand Dollar Realty Group, dedicating minimal time. He is also involved with Bencor Inc., U S Employees Benefits Service Group, N Stiles & Assoc., Inc., and Odyssey Financial, engaging in activities such as tax saving plan administration, insurance/benefits administration, and sales/service of insurance and securities.

Employment History
Current Registrations
Planmember Securities Corporation
May 2020 - Present · 6 yrs 5 mos
Planmember Securities CorporationBroker
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
Planmember Securities CorporationBroker
May 2011 - July 2011 · 2 mos
State Registrations12 states
AZCAFLGAMANCNYOHTNVAWAWY
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.
More Advisors
More financial advisors in Oviedo, FL →All financial advisors in Florida →