Nancy Kline is a registered investment advisor at Wells Fargo Advisors, based in Fort Walton Beach, FL, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
92 Eglin Parkway Ne, Fort Walton Beach, FL, 32548
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy is a co-trustee for her father and owns Nancy H Kline, LLC, Finet Practice. She also has ownership in multiple rental properties and Wild Horse Properties, LLC, dedicating a significant amount of time to Nancy H Kline, LLC (about half their time) and minimal time to the other activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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