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Harry Steele III

Advisor at Raymond James Financial

Updated today

Location

Adrian, MI 49221

Credentials

Series 63, Series 65

Industry experience

37 years

About

Harry Steele III is a financial advisor with Raymond James Financial in Adrian, Michigan, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James since 2010 and has additional experience as president and owner of HB Steele, Incorporated. Steele is also a board member of the Kiwanis nonprofit organization and serves on the board of the Lenawee Development Finance Authority. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory and implementation-support roles rather than discretionary management.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

121 E. Maumee St.

Adrian, MI 49221

Most active in

Michigan · Texas

Work history

HBS Properties, LLC

2015 - Present (11 years)

HB Steele, Incorporated

2014 - Present (12 years)

Raymond James Financial

2010 - Present (16 years)

HB Steele Inc

2008 - 2017 (9 years)

Gleaner Life Insurance Society

1999 - Present (27 years)

Raymond James Financial Services, inc.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 66

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Retirement income strategy Options & derivatives strategies Wealth management
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Matthew B

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Andrew D

Series 63, Series 65

Tecumseh, MI

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Series 66

Tecumseh, MI

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Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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