TN
TN

Tennelle Nickel

5 Years of Experience
Medford, OR
Broker

Tennelle Nickel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Medford, OR, with 5 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

4451 Brownridge Terrace, Suite 101, Medford, OR, 97504

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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

Tennelle is an owner in Living Advisor Group PLLC, a support company for paying bills and payroll, dedicating minimal time to it. Tennelle is also an associate/employee of Silver Tree Collective, a DBA umbrella company, dedicating about 10-20% of their time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Edward Jones
July 2020 - February 2022 · 1 yr 7 mos
Edward JonesBroker
June 2020 - February 2022 · 1 yr 8 mos
State Registrations15 states
AZCACOFLHIIDINMTNVORSDTXUTWAWY
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.
Tennelle Nickel - Financial Advisor | TrueAdvisor