Jeffrey Nance (CRD# 2827830) is an Investment Advisor Representative working at Arbor Point Advisors in Auburn, AL and has over 27 years of experience in the finance industry.
CRD# 4443823
Aja Financial LLC
CRD# 4723375
Raymond James Financial Services Advisors, Inc.
CRD# 6853892
Stonex Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | Auburn, AL | Mar 2020 - Current | 4 |
| Securities America, Inc. | Auburn, AL | Mar 2020 - Current | 4 |
| Lincoln Financial Advisors | Opelika, AL | May 2017 - Mar 2020 | 2 |
| Mcdonald & Hagen Wealth Management, LLC | Montgomery, AL | Jul 2016 - May 2017 | < 1 |
| Lpl Financial, LLC | Montgomery, AL | Jun 2015 - May 2017 | 1 |
| Allianz Life Financial Services, LLC | Minneapolis, MN | Sep 2008 - Jun 2015 | 6 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Sep 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- AL
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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