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Nicole Rimsza

6 Years of Experience
Carefree, AZ
Broker

Nicole Rimsza is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carefree, AZ, with 6 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

36600 N Pima Rd, Suite 2600, Carefree, AZ, 85377

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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

Nicole owns and manages a rental property in Phoenix, Arizona since 2019. She dedicates minimal time to maintaining the property and handling repairs.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
October 2019 - February 2021 · 1 yr 4 mos
State Registrations1 state
AZ
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.
Nicole Rimsza - Financial Advisor | TrueAdvisor