Wendy Vancleve
Wendy Vancleve is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, 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
949 Shady Grove Rd, Fl 2, Memphis, TN, 38120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy uses Fountain Financial Group as a DBA for marketing purposes, dedicating minimal time. She also works as an associate/employee for Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners, spending about 10-20% of her time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
State Registrations2 states
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