Ramon Fracchia (CRD# 2375375) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Memphis, TN and has over 30 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nations Financial Group, Inc. | Memphis, TN | Feb 2022 - Current | 2 |
| Wells Fargo Advisors Financial Network LLC | Memphis, TN | May 2009 - Feb 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
- TN
- TX
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Total Assets Under Management3,399MILLIONS
-
Total Number of Accounts9,857ACCOUNTS
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Average Account Value$344,798
- A percentage of assets under your management
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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