Henry Stilley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cary, NC, with 5 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

204 Towne Village Dr, Cary, NC, 27513

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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 Activities

Henry is the acting trustee of an irrevocable trust and grantor of a revocable trust, with minimal time commitment. He is also an associate/employee of StillGreen Partners, LLC and Stonegate Financial, which are support companies for RJFS-related business, each requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2020 - Present · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2020 - Present · 5 yrs 9 mos
State Registrations23 states
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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.
Henry Stilley - Financial Advisor | TrueAdvisor