Nicholas Martin (CRD# 6197882) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bluffton, SC and has over 10 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Grand Design Wealth Management Inc. | Bluffton, SC | Apr 2021 - Current | 3 |
Raymond James Financial Services, Inc. | Bossier City, LA | Dec 2018 - Current | 5 |
Raymond James Financial Services Advisors, Inc. | Bossier City, LA | Dec 2018 - Current | 5 |
Edward Jones | St Louis, MO | Jun 2013 - Dec 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- LA
- SC
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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