Nicholas Shedd (CRD# 6350647) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Glen Allen, VA and has over 8 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mainsail Wealth Advisors | Glen Allen, VA | May 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | Glen Allen, VA | Aug 2015 - Current | 8 |
| Raymond James Financial Services, Inc. | Glen Allen, VA | May 2015 - Current | 8 |
| Gulford College | Greensboro, NC | Sep 2011 - May 2015 | 3 |
| Mainsail Wealth Advisors | Gloucester, VA | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- VA
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Total Assets Under Management275,430MILLIONS
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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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