Nazley
Wilson
Sequoia Financial Group, L.L.C
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About this Advisor
Nazley Wilson is a financial advisor based in Tampa, Florida, working with Sequoia Financial Group, L.L.C. Nazley has previously held positions at TD Ameritrade, Inc, Sequoia Financial Group LLC, and Sequoia Financial Advisors LLC. Nazley has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Nazley is part of Sequoia Financial Group, L.L.C, which operates out of Tampa, Florida. The firm has 29 offices and 250 employees. The firm manages assets totaling $17.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequoia Financial Group, L.L.C includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequoia Financial Group, L.L.C Brokerage Details
$17,865,170,338
250
23,386
$763,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nazley Wilson Work History
Sequoia Financial Group LLC
Sequoia Financial Advisors LLC
Td Ameritrade, Inc
Disclosures
Please visit the SEC profile of Nazley Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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