Nadine Wilkes
Nadine Wilkes is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13720 6 Mile Cypress Pkwy, Suite 1, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Nadine is involved with several outside business activities. These include serving on the finance/investment committee for Citygate Church, counseling individuals experiencing financial hardship, acting as an independent contractor for Weinstein Wilkes Financial Group, LLC, and managing partner for WWFG Ventures, a real estate brokerage.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
John Hancock Distributors, INC.Broker
State Registrations40 states
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