Barry Nelson
Barry Nelson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 33 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
2 North 20th Street, Suite 1400, Birmingham, AL, 35203
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barry prepares basic tax returns, dedicating about 10-20% of his time to this activity. He also works as a financial advisor for Birmingham Investment Group and Ingram Partners LLC, spending about half his time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
State Registrations20 states
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