Courtney Marie Steckiel
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Raymond James Financial Services Advisors Inc.Oct 2017 to now
- Raymond James Financial Services, Inc.Sep 2017 to now
- Doterra InternationalJul 2014 to now
- LPL Financial LLCOct 2011 to Dec 2016
- First Citizens National BankMay 2009 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5752870
- Firm CRD
- 149018