NM
NM

Nolene Metzger

30 Years of Experience
Colorado Springs, CO
Broker

Nolene Metzger is a registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

102 North Cascade Avenue, Suite 600, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2012 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Sanders Morris Harris INC.
September 2009 - November 2012 · 3 yrs 2 mos
Sanders Morris Harris INC.Broker
September 2009 - November 2012 · 3 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2004 - June 2009 · 5 yrs 3 mos
Quick & Reilly, INC.Broker
July 2003 - March 2004 · 8 mos
Wachovia Securities, LLCBroker
October 1999 - August 2003 · 3 yrs 10 mos
First Union Capital Markets CORP.Broker
February 1998 - October 1999 · 1 yr 8 mos
Manna Financial Services CorporationBroker
May 1995 - February 1998 · 2 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.