Renee GilesCRD Number: 6104201
Current Firm: Raymond James & Associates, Inc.
Renee Giles (CRD# 6104201) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 5 years of experience in the finance industry.
Prudential Financial Planning Services
Cambridge Investment Research Advisors, Inc.
Lvm Capital Management Ltd
|Raymond James And Associates||Battle Creek, MI||Jul 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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