NG
CFP
NG
CFP

Nancy Gabany

32 Years of Experience
Lipan, TX
BrokerSells Insurance

Nancy Gabany is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lipan, TX, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Nancy manages investments for clients through BrightHawk Wealth and runs her business through Gabany Wealth Management LLC, dedicating about half her time to each. She also owns Indian Star 818, LLC, a small cattle ranch, and is an agent for Simplicity (IMO), servicing Oceanview clients as needed, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Comerica Securities
May 2002 - August 2023 · 21 yrs 3 mos
Comerica SecuritiesBroker
January 1995 - August 2023 · 28 yrs 7 mos
Comerica Financial Services, INC.Broker
July 1994 - January 1995 · 6 mos
Fimco Securities Group, INC.Broker
January 1994 - December 1995 · 1 yr 11 mos
State Registrations13 states
CACODEFLGAILLAMTNCNYOHTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nancy Gabany - Financial Advisor | TrueAdvisor