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Patricia Nuovo

6 Years of Experience
Bentonville, AR
BrokerSells Insurance

Patricia Nuovo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bentonville, AR, 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

700 SE Walton Blvd, Bentonville, AR, 72712-6769

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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 ActivitiesSells Insurance

Patricia is an advisory board member for Purview Life, dedicating minimal time. She also works as an associate/employee at Signature Bank of Arkansas, Signature Private Wealth Group, and Signature Private Wealth Management, spending about half her time at each, providing financial, insurance, estate, retirement, and investment advice and planning.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 2019 - Present · 6 yrs 7 mos
State Registrations11 states
ARAZCAILINKSMDMOOKTXVA
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.