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
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at John H. Liles, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
John H. Liles
CRD#: 1824552
Napa, CA

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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