Harry Steele, financial advisor Adrian MI
93 score

Harry Steele

CRD Number: 1886133
Current Firm: Raymond James Financial Services Advisors, Inc.

Harry Steele (CRD# 1886133) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Adrian, MI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Hbs Properties, LLC Adrian, ME Mar 2015 - Current 1
Raymond James Financial Services Advisors, Inc. Adrian, MI Sep 2010 - Current 6
Hb Steele Inc. Adrian, MI Apr 2008 - Current 8
Raymond James Financial Services, Inc. Adrian, MI Jun 1999 - Current 17
Gleaner Life Insurance Society Adrian, MI Jun 1999 - Current 17
Hb Steele, Inc. Adrian, MI Mar 2014 - Apr 2015 1
Croswell Opera House Adrian, MI Nov 2007 - Mar 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Jul 1995
Contact Info for Harry B. Steele
Phone Number: 727-567-5877
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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