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Nicole Wilson

22 Years of Experience
St. Petersburg, FL
Broker

Nicole Wilson is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 22 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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

Nicole owns rental real estate property since March 2023, spending minimal time on it. Her duties include rent collection and repairs as the landlord.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2017 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Invest Financial Corporation
March 2016 - October 2017 · 1 yr 7 mos
Invest Financial CorporationBroker
March 2016 - October 2017 · 1 yr 7 mos
AXA Advisors, LLC
January 2009 - March 2016 · 7 yrs 2 mos
AXA Advisors, LLCBroker
July 2007 - March 2016 · 8 yrs 8 mos
Nylife Securities LLCBroker
January 2004 - May 2007 · 3 yrs 4 mos
State Registrations1 state
FL
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.