Wendy Chisolm
Wendy Chisolm is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Meridian, MS, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
512 22nd Ave, Meridian, MS, 39301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy works as a financial advisor for Citizens National Bank and Citizens National Bank Wealth Management. She dedicates about half her time to each role, with the majority of her time at Citizens National Bank occurring during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
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