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Shari Stiles

Advisor at Raymond James & Associates

Updated today

Location

Guyton, GA

Credentials

Series 63, Series 65

Industry experience

16 years

About

Shari Stiles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Lang Capital, LLC for six years before joining Raymond James in 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations and also delivers institutional consulting and public finance services.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Wealth management

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.

Commissions

Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.

Location

Guyton, GA

Most active in

Georgia

Work history

Raymond James & Associates

2019 - Present (7 years)

Lang Capital, LLC

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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Talbert E

CFP®, Series 63, Series 65

Springfield, GA

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Springfield, GA

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Robert F

Series 66

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Chad B

Series 66

Guyton, GA

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