Wendy Fay Inge
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2025 to now
- Pinnacle Asset ManagementOct 2025 to now
- Raymond James Financial Services, Inc.Oct 2025 to now
- Pinnacle Financial Partners/pinnacle BankSep 2024 to now
- RetiredMay 2024 to Oct 2025
- Truist Investment Services, Inc.Sep 2014 to May 2024
- Suntrust BankJan 2014 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6399791
- Firm CRD
- 149018