Steven WilmarthCRD Number: 3031566
Current Firm: Raymond James & Associates, Inc.
Steven Wilmarth (CRD# 3031566) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Melbourne, FL and has over 24 years of experience in the finance industry.
Truist Advisory Services, Inc.
Wells Fargo Clearing Services, LLC
Kestra Advisory Services, LLC
|Raymond James & Associates, Inc.||Melbourne, FL||Mar 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S66||NASAA Uniform Combined State Law Examination||May 1998|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- 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, WY
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