Nancy Fleming (CRD# 2411873) is an Investment Advisor Representative working at Fleming Financial Services in Mesa, AZ and has over 29 years of experience in the finance industry. Nancy Fleming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fleming Financial Services | Mesa, AZ | Sep 2022 - Current | 1 |
| Fleming Financial Services | Mesa, AZ | Jan 1997 - Sep 2022 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- AZ
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts535ACCOUNTS
-
Average Account Value$93,458
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AZ
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