Nathaniel Bethea
Nathaniel Bethea is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portsmouth, VA, with 2 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
Portsmouth, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathaniel works part-time as an associate/employee at Sentara Health, monitoring and analyzing reports and IT data for the healthcare processing team since April 2023. This takes about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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