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Nelson Burbank

41 Years of Experience
Palm Beach, FL
1 DisclosureBroker

Nelson Burbank is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Beach, FL, with 41 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Palm Beach, FL

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History

Regulatory History (1)
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Customer Dispute
April 2004
Closed-No Action
Other Business Activities

Nelson owns rental real estate, specifically an office condominium rented to his RJ Branch AEL York Investment Partners, requiring minimal time. He is also the owner of York Investment Partners, a support company, dedicating minimal time to this as well.

Employment History
Current Registrations
Raymond James Financial Services, INC.
May 2013 - Present · 13 yrs
Raymond James Financial Services, INC.Broker
May 2013 - Present · 13 yrs
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - May 2013 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.
July 1998 - January 2008 · 9 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
June 1984 - January 2008 · 23 yrs 7 mos
State Registrations13 states
AKCAFLGAILMAMENCNHNYORVTVirgin Islands
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nelson Burbank - Financial Advisor | TrueAdvisor