Nathan Raymond
Nathan Raymond is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, 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
625 Kenmoor Avenue Se, Suite 308, Grand Rapids, MI, 49546
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan works as an associate/employee for Al Bruchnak Financial Services, performing clerical duties a few hours per week. Nathan is also an agent for Raymond James, writing disability insurance contracts, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations12 states
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