Wayne Niles, financial advisor Dublin OH

Wayne Niles

CRD Number: 1927798
Current Firm: Cetera Investment Advisers LLC

Wayne Niles (CRD# 1927798) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Dublin, OH and has over 33 years of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor Dublin OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Dublin OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Drew Lehman, financial advisor Dublin OH
Drew Lehman
CRD# 5706352
Inspire Advisors, LLC
Company Name Location Dates Years
Cetera Investment Services Ll St Cloud, MN May 2022 - Current 1
Cetera Investment Advisers LLC Dublin, OH May 2022 - Current 1
Mml Investors Services, LLC Dublin, OH Mar 2017 - May 2022 5
Massmutual Life Insurance Company Dublin, OH Jul 2016 - May 2022 5
Metlife Securities Inc. Dublin, OH Jan 2015 - Mar 2017 2
New England Securities Boston, MA Feb 1989 - Jan 2015 25
The New England Asbury Park, NJ May 1987 - Jan 2015 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
Contact Info for Wayne E. Niles
Phone Number: 310-257-7880
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.