RN
RN

Ryan Nelson

19 Years of Experience
Georgetown, MA
Broker

Ryan Nelson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Georgetown, MA, 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 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

65 Central St, Suite 102, Georgetown, MA, 01833

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ryan is an officer and president of Ryan Nelson Wealth Management, a support company, dedicating about half of his time to it. He spends a few hours per week during trading hours on investing and financial planning.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Edward Jones
October 2017 - March 2024 · 6 yrs 5 mos
Edward JonesBroker
August 2017 - March 2024 · 6 yrs 7 mos
Proequities, INC.Broker
May 2006 - August 2017 · 11 yrs 3 mos
State Registrations7 states
CAFLGAMANCNHRI
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.