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Angela Kerrick-Nusky

8 Years of Experience
Louisville, KY
Broker

Angela Kerrick-Nusky is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 8 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

4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222

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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

Angela owns rental real estate property since 2014, dedicating minimal time to it. This activity involves property maintenance and utility payments.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.
August 2014 - December 2020 · 6 yrs 4 mos
Fifth Third Securities, INC.Broker
June 2014 - December 2020 · 6 yrs 6 mos
State Registrations13 states
ALAZFLGAHIINKYMINCNYSCTXVA
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.