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Nathan Fair
23 Years of Experience
Waukesha, WI
1 DisclosureBroker
Nathan Fair is a registered investment advisor at Raymond James & Associates, INC., based in Waukesha, WI, with 23 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
20800 Swenson Drive, Suite 325, Waukesha, WI, 53186
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2006Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 7 mos
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Edward JonesBroker
April 2018 - February 2021 · 2 yrs 10 mos
Edward Jones
April 2018 - February 2021 · 2 yrs 10 mos
Hartford Funds
June 2015 - April 2018 · 2 yrs 10 mos
Hartford Funds Distributors, LLCBroker
June 2013 - April 2018 · 4 yrs 10 mos
Pioneer Institutional Asset Management, INC.
March 2012 - June 2013 · 1 yr 3 mos
Pioneer Funds Distributor, INC.Broker
March 2012 - June 2013 · 1 yr 3 mos
Ngam Distribution, L.P.Broker
May 2006 - March 2012 · 5 yrs 10 mos
Guardian Investor Services LLCBroker
August 2005 - May 2006 · 9 mos
American Express Financial Advisors INC.Broker
September 2002 - July 2005 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
September 2002 - July 2005 · 2 yrs 10 mos
State Registrations22 states
ALAZCACOCTFLGAIDILINLAMIMNMONCNDNYOHORSCTXWI
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.