Nolan Michael Karfonta
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered 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.Dec 2023 to now
- Raymond James Financial Services, Inc.Dec 2023 to now
- Bank of America, N.A.Oct 2022 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Dec 2023
- Bank of America Merrill LynchJun 2021 to Aug 2021
- Raymond James Financial Services, Inc.Dec 2020 to Feb 2021
- Elon University Office of AdvancementFeb 2020 to Apr 2022
- Steelfire Kitchen & BarAug 2019 to Feb 2021
- Elon UniversityAug 2018 to May 2022
- The Snow Ball StandMay 2017 to Aug 2018
- Glory Days Bar and GrillFeb 2016 to Feb 2017
- Liberty High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7324565
- Firm CRD
- 149018