Terence Charles Wiles

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

• 10/2013 → Present
  Raymond James Financial Services, Inc
  Cary, NC
• 10/2013 → 03/2023
  Stonegate Financial
  Cary, NC
• 11/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Cary, NC
• 10/2013 → 09/2024
  Stonegate Financial
  Cary, NC

Previous Registrations

• 2005-11-03 → 2013-11-14
  Lpl Financial Llc
  Cary, NC
  Cary, NC

Other Businesses

(1)Name of Business: Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 10/04/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm writing a retirement planning book and plan to give it to clients as a gift and also have it listed in Amazon for sale. (2)Name of Business: KKW Properties LLC Address: 204 Towne Village Dr, Cary, NC, 27513, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/31/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and lease back to Stonegate Financial (3)Name of Business: StillGreen Partners Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: StillGreen Partners is a holding that owns Stonegate Financial. (4)Name of Business: Stonegate Financial Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-02
• S63 Uniform Securities Agent State Law Examination
  1996-09-13