Nelson S Stiles
Investment adviser representative at Planmember Securities Corporation
16 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
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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 feeCommissions
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
16 years in the industry.
- Odyssey FinancialJan 2020 to now
- N Stiles & Assoc., Inc.Jan 2017 to now
- Bencor Inc.Jan 2015 to now
- U.S. Employee Benefits Services Group, LLCJan 2015 to now
- Planmember Securities CorporationApr 2013 to now
- Sand Dollar RealtySep 2010 to now
- UberJun 2016 to Jan 2017
- FrsJan 2015 to Feb 2020
- Retirement Planning Associates (rpa)Nov 2011 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 5867550
- Firm CRD
- 11869