Nancy Patterson
Nancy Patterson is a registered investment advisor at Raymond James & Associates, INC., based in Fairlawn, OH, with 32 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
3560 West Market Street, Suite 400, Fairlawn, OH, 44333
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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 Activities
Nancy is an officer (Secretary) for Public Safety Services since 2015. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Duncan-Williams, INC.
Duncan-Williams, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Mcdonald Investments INC.Broker
State Registrations24 states
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