NC
NC

Nathan Cotterill

3 Years of Experience
Mill Creek, WA
Broker

Nathan Cotterill is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 3 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

15130 Main St, Ste 200, Mill Creek, WA, 98012

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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

Nathan works as an Investment Advisor Representative for Cotterill Wealth Services, advising clients, reviewing portfolios, and entering trades. This takes about a quarter to half of Nathan's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
State Registrations16 states
AZCACOFLGAIDINMONCNMNVNYORTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.