Eagle Strategies
41yrs
Top advisor by experience in Georgetown
19yrs
Ryan Nelson
Financial advisor at Raymond James Financial Services Advisors
Ryan Nelson has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Georgetown, Massachusetts. Ryan has been with Raymond James Financial Services Advisors since 2024; before that, Ryan spent six years at Edward Jones. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 10 advisors with offices in Georgetown, and one of 10 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 70% of advisors in Georgetown
Office65 Central St Suite 102, Georgetown, MA 01833
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2017 – 2024Edward JonesPreviously
Contact Ryan
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Ryan. 65 Central St Suite 102Georgetown, MA 01833Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Ryan Nelson. Ryan works from the Georgetown, MA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2007, about 19 years. More experience than 70% of advisors in Georgetown.
What licenses does Ryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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