John H. Liles, Cfp
John H. Liles, Cfp (CRD# 138161) is a financial advisory firm headquartered in Napa, CA. They manage $38,273,696 in 146 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
John H. Liles, Cfp
By the Numbers
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Total Assets Under Management38MILLION
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Total Number of Accounts146ACCOUNTS
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Average Account Value$262,149
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at John H. Liles, Cfp
1
John Liles (CRD# 1824552) is an Investment Advisor Representative working at John H. Liles, Cfp in Napa, CA and has 1 year of experience in the finance industry.
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