Nolan Poteete
Nolan Poteete is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Paris, TN, with 10 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
902 Mineral Wells Avenue, Paris, TN, 38342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nolan works at Carroll Bank and Trust performing teller duties, dedicating minimal time to this role. He is also an employee of CB&T Financial as a financial advisor, which is a nearly full-time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations7 states
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