Reginald Stiles, financial advisor Fort Wayne IN
93 score

Reginald Stiles

CRD Number: 5410099
Current Firm: Next Financial Group, Inc.

Reginald Stiles (CRD# 5410099) is an Investment Advisor Representative working at Next Financial Group, Inc. in Fort Wayne, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Fort Wayne, IN Sep 2014 - Current 2
H. Beck, Inc. Rockville, MD May 2009 - Sep 2014 5
Merrill Lynch, Pierce, Fenner & Smith Fort Wayne, IN Aug 2007 - Feb 2009 1
Rr Donnelley Monroe, WI May 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Reginald B. Stiles
Phone Number: 713-789-7122
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, 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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