Steven Lee Muckley

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Steven L Muckley, Cpa
  Bothel, WA
• 12/2010 → Present
  Raymond James Financial Services
  Mill Creek, WA
• 12/2010 → Present
  Raymond James Financial Services Advisors
  Mill Creek, WA

Previous Registrations

• 2010-07-01 → 2010-12-20
  Avantax Advisory Services
  Bothell, WA
• 2005-04-25 → 2008-09-25
  Uvest Financial Services Group, Inc.
  Minerva, OH
  Minerva, OH

Other Businesses

1.STEVEN L MUCKLEY, CPA (SOLE PROPRIETOR. NON-INVESTMENT REALTED. BOTHELL, WA. CPA PRACTICE - SOLE PROPRIETOR STRT DATE: 09/2008. HOURS PER MONTH=80, HOURS PER MONTH DURING SECURITIES TRADING HOURS=80. DUTIES: CPA PRACITCE/SOLE PROPRIETOR/PUBLIC ACCOUNTING 2. IRREVOCABLE TRUST - MILL CREEK, WA. TRUSTEE FOR THE AARON L. BELL IRREVOCABLE TRUST DATED 12/15/1999. .1 HOURS WEEKLY, .1 DURING TRADING HOURS. NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-01

Other Names

• Steve Muckley