Ramon
Fracchia
Nations Financial Group, Inc
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About this Advisor
Ramon Fracchia is a financial advisor based in Memphis, Tennessee with 1 year of industry experience. Fracchia is currently employed by Nations Financial Group, Inc. Over the course of their career, Fracchia has held roles at Wells Fargo Advisors Financial Network LLC and Nations Financial Group, Inc. Fracchia has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee and Texas. Nations Financial Group, Inc is an advisory firm that has its headquarters in Cedar Rapids, IA. The firm has offices in 40 locations and a total of 85 people on staff. It controls $3 billion in total assets between its 9,788 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 9,788 client accounts, 19% belong to high-net-worth clients who have more than $1 million in assets. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually depend on the type of services. Fees charged by Nations Financial Group, Inc can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nations Financial Group, Inc Brokerage Details
$3,011,458,350
85
9,788
$307,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ramon Fracchia Work History
Ramon has been registered as a financial advisor for 1 years.*
Nations Financial Group, Inc
Wells Fargo Advisors Financial Network LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ramon Fracchia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nations Financial Group, Inc
Lawrence, KS
Littleton, CO
Cedar Rapids, IA
Cedar Rapids, IA
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Wayne, PA
Cedar Rapids, IA
Cedar Rapids, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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