Updated:
John H. Liles, CFP
John H. Liles, CFP is a state-registered investment adviser in Napa, CA. The firm manages $41 million in assets, $37 million on a discretionary basis.
Overview
John H. Liles, CFP is a state-registered investment adviser in Napa, CA. The firm manages $41 million in assets, $37 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Principals
John H. Liles
CERTIFIED FINANCIAL PLANNER
Frequently asked questions
Is John H. Liles, CFP held to a fiduciary standard?
Yes. As a CFP professional, Liles is bound by the CFP Board's Code of Ethics and Standards of Conduct, which requires him to act as a fiduciary at all times when providing financial advice. This means he must put client interests first, disclose conflicts of interest, and provide recommendations that are in the client's best interest — a higher standard than the suitability rule that applies to broker-dealers.
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