Reginald StilesCRD 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 9 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|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|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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