Barbara Nelson
Barbara Nelson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Duluth, MN, 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
Firm Size
IM Fee
Assets Under Management
Location
11 E Superior St, Suite 500/508, Duluth, MN, 55802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara works as an Operations Manager & General Office Manager for Ascential Wealth Advisors, dedicating about half of her time to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations19 states
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