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Nathan Weddle

19 Years of Experience
Carmel, IN
Broker

Nathan Weddle is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 19 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

10401 N Meridian St, Ste 130, Carmel, IN, 46290-1090

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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 Activities

Nathan is a partner at First Heartland Wealth Management LLC, dedicating minimal time to paying for branch services. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
July 2007 - February 2013 · 5 yrs 7 mos
Morgan Keegan & Company, INC.Broker
January 2007 - February 2013 · 6 yrs 1 mo
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nathan Weddle - Financial Advisor | TrueAdvisor