Steven Waters
Steven Waters is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wheeling, WV, with 4 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
11144 Market St, Ste 200, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the Chair of the Board for the Finance Council at St. Michael Parish since 2022. He dedicates a few hours per week to this non-profit activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations24 states
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