Nancy Zehr (CRD# 2223435) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 28 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Global Wealth Management, Inc. | Mcdonough, GA | Aug 2023 - Current | < 1 |
| Imprint Wealth Llc Dba Price Wealth Management | Stuart, FL | Jul 2023 - Current | < 1 |
| Laidlaw Wealth Management Dba Naples Wealth Planning | Orlando, FL | Oct 2020 - Jul 2023 | 2 |
| Laidlaw & Company (uk) Ltd. | Naples, FL | Oct 2020 - Jul 2023 | 2 |
| International Assets Advisory LLC | Orlando, FL | Jul 2018 - Dec 2020 | 2 |
| Naples Wealth Planning | Naples, FL | May 2018 - Oct 2020 | 2 |
| Raymond James & Associates Inc. | Fort Pierce, FL | Aug 2014 - May 2018 | 3 |
| First -- S.p.a.m. Robotics | Stuart, FL | Jan 2016 - Jun 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- FL
-
Total Assets Under Management709MILLIONS
-
Total Number of Accounts2,142ACCOUNTS
-
Average Account Value$331,042
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, NY, PA, SC, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.