Nicholas Schubeler (CRD# 5453641) is an Investment Advisor Representative working at The Private Investment Group, Inc. in Centerville, OH and has over 14 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Private Investment Group, Inc. | Centerville, OH | Apr 2019 - Current | 5 |
| The Private Investment Group, Inc. | Centerville, OH | Apr 2013 - Apr 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- OH
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts438ACCOUNTS
-
Average Account Value$337,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OH
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