Katelyn NelsonCRD Number: 6739648
Current Firm: Raymond James & Associates, Inc.
Katelyn Nelson (CRD# 6739648) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Montgomery, AL and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
|Raymond James & Associates, Inc.||Montgomery, AL||Jun 2018 - Current||3|
|Dark Insurance Agency||Alexander City, AL||Jan 2018 - May 2018||< 1|
|Singleton Marine Group||Dadeville, AL||Jun 2013 - Dec 2017||4|
|Copper's Grill At Stillwaters||Dadeville, AL||Apr 2015 - Aug 2017||2|
|Creek Side Lodge||Dadeville, AL||May 2013 - Aug 2013||< 1|
|N/a||Dadeville, AL||Jan 2007 - Apr 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- 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)
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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