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Natalie Rudis

4 Years of Experience
Frisco, TX
Broker

Natalie Rudis is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6303 Cowboys Way, Suite 425, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Natalie owns Legally Bronzed by Nat, providing airbrush spray tans to clients in the DFW area. This takes a few hours per week, and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2021 - February 2022 · 3 mos
State Registrations1 state
TX
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.