Stephen Miles (CRD# 3256437) is an Investment Advisor Representative working at Addicus Advisory, LLC in Tupelo, MS and has over 24 years of experience in the finance industry. Stephen Miles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4594963
Addicus Advisory, LLC
CRD# 2030382
Sorrento Pacific Financial, LLC
CRD# 2471402
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Addicus Advisory, LLC | Tupelo, MS | Oct 2015 - Current | 8 |
Addicus Risk Management, LLC | Tupelo, MS | Jan 2012 - Current | 12 |
Addicus, LLC | Tupelo, MS | Nov 2011 - Current | 12 |
Invest Financial Corp. | Tampa, FL | Mar 2011 - Dec 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1999 |
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Total Assets Under Management132MILLIONS
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Total Number of Accounts331ACCOUNTS
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Average Account Value$397,465
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CT, LA, MS, NY, TN, TX
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