JN
JN

Joy Nagle

15 Years of Experience
Bloomington, MN
Broker

Joy Nagle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bloomington, MN, with 15 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

5270 W 84th St, Suite 200, Bloomington, MN, 55437

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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

Joy works as an associate/employee at NorthStar Asset Management, handling account maintenance, forms, and telephones. This takes about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2016 - Present · 10 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2012 - February 2016 · 3 yrs 4 mos
Wells Fargo Advisors, LLCBroker
June 2010 - February 2016 · 5 yrs 8 mos
State Registrations1 state
MN
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.