Nancy Free is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 18 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
120 S Riverside Plaza, Suite 700, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nancy is a FINRA arbitrator since 2022, dedicating minimal time to this role. She also owns 15% of SNG 19750 LLC, which owns a second home in Florida for personal use, and this requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Salomon Smith Barney INC.Broker
Citicorp Securities, INC.Broker
State Registrations10 states
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