Shari Stiles (CRD# 4458711) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bluffton, SC and has over 5 years of experience in the finance industry.
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 5932963
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1294479
Verity Investment Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates | Bluffton, SC | Apr 2019 - Current | 5 |
| Lang Capital, LLC | Bluffton, SC | Oct 2013 - Mar 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- GA
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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