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Nancy Weingard
29 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Nancy Weingard is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 29 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
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2020Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
June 1996 - Present · 29 yrs 11 mos
Raymond James & Associates, INC.
June 1996 - Present · 29 yrs 11 mos
Raymond James & Associates, INC.Broker
June 1996 - Present · 29 yrs 11 mos
State Registrations24 states
AZCACOCTFLGAILMAMDMEMIMOMTNCNJNVNYORPARISCTXVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.