Nicholas Groves (CRD# 5205751) is an Investment Advisor Representative working at Safe Harbor Wealth Advisors, LLC in Dublin, OH and has over 6 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safe Harbor Wealth Advisors, LLC | Dublin, OH | Apr 2021 - Current | 3 |
| Safe Harbor Financial Group, LLC | Dublin, OH | Apr 2021 - Current | 3 |
| Gradient Securities, LLC | Arden Hills, MN | Aug 2021 - Oct 2022 | 1 |
| Unemployed | Hilliard, OH | Nov 2020 - Apr 2021 | < 1 |
| Nationwide Investment Services Corporation | Columbus, OH | Jun 2011 - Oct 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
- OH
- TX
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts862ACCOUNTS
-
Average Account Value$117,874
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, OH, SC, TN, TX
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