Mary Nelson
Mary Nelson is a registered investment advisor at Raymond James & Associates, INC., based in Woodbury, TN, with 44 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
Woodbury, TN
Get directionsHistory
Regulatory History (1)
Regulatory
August 1988Other Business Activities
Mary is the President and a Director of PG Sarres, Inc., a family business dealing with commercial property rentals, since 2019. She spends a few hours per week on this, primarily approving new tenants and lease contracts.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Buchanan & CO., INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.