Nancy Fleming, financial advisor Mesa AZ

Nancy Fleming

CRD Number: 2411873
Current Firm: Fleming Financial Services

Nancy Fleming (CRD# 2411873) is an Investment Advisor Representative working at Fleming Financial Services in Mesa, AZ and has over 27 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.

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Professional Designations
Company Name Location Dates Years
Self Employed Mesa, AZ Oct 1993 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Nancy L. Fleming
Phone Number: 480-632-8770
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ

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