Nancy Donnelly
Nancy Donnelly is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Payson, UT, with 7 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
Firm Size
IM Fee
Assets Under Management
Location
95 S 100 E Ste 140, Payson, UT, 84651
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy works as an associate/employee at Measom Financial, Inc. in two separate roles: Branch Service Professional and Assistant to the FA/Br. Mgr., dedicating about half of her time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 states
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