Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Mill Creek, WA 98012
Credentials
Series 66
Industry experience
3 years
Nathan Cotterill is a financial advisor with Raymond James Financial in Mill Creek, WA, holding a Series 66 designation and three years of industry experience. Prior to his advisory roles, he served eight years in the United States Navy. He is also involved with Cotterill Wealth Services as an Associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
15130 Main St, Ste 200
Mill Creek, WA 98012
Texas · Washington
Cotterill Wealth Services
2023 - Present (3 years)
Raymond James Financial
2023 - Present (3 years)
Raymond James Financial Services Inc
2022 - Present (4 years)
Undesth Financial Inc
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
United States Navy
2014 - 2022 (8 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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