Nelson Stiles
Nelson Stiles is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Oviedo, FL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2011Criminal
September 2000Other 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
Planmember Securities CorporationBroker
Previous Registrations
Planmember Securities CorporationBroker
State Registrations11 states
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.