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Nicole Singleton

9 Years of Experience
Fredericksburg, TX
Broker

Nicole Singleton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fredericksburg, TX, with 9 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

303 S Washington St, Suite 200, Fredericksburg, TX, 78624

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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 works as a real estate agent, dedicating minimal time to this activity. She also works for Talent Financial Services and Talent Financial Services of Raymond James as a branch manager, spending about half her time on these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.
May 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.Broker
November 2015 - February 2018 · 2 yrs 3 mos
Raymond James & Associates, INC.
November 2015 - February 2018 · 2 yrs 3 mos
Edward Jones
November 2014 - November 2015 · 1 yr
Edward JonesBroker
November 2014 - November 2015 · 1 yr
Edward Jones
January 2011 - July 2013 · 2 yrs 6 mos
Edward JonesBroker
November 2010 - July 2013 · 2 yrs 8 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nicole Singleton - Financial Advisor | TrueAdvisor