FM
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Fernando Mechereffe

4 Years of Experience
Mt. Juliet, TN
Broker

Fernando Mechereffe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mt. Juliet, TN, with 4 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

4110 North Mt. Juliet, Mt. Juliet, TN, 37122

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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

Fernando acts as a POA/Personal Representative with unilateral power over accounts, dedicating minimal time to this. He is also a financial advisor at FirstBank and FirstBank Investment Partners, spending about 10-20% of his time on each. Finally, he is an officer (Secretary and Treasurer) for his wife's company, SafeMed Anesthesia Inc., spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 6 mos
State Registrations8 states
ALFLILKYNCNVSCTN
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.
Fernando Mechereffe - Financial Advisor | TrueAdvisor