Nicholas Bogdan (CRD# 7780579) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Port Richey, FL and has 1 year of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | New Port Richey, FL | Oct 2023 - Current | < 1 |
| Costal Bay Wealth Management | New Port Richey, FL | Jul 2023 - Current | < 1 |
| Port Tarpon Marina | Tarpon Springs, FL | Jul 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | New Port Richey, FL | Jul 2023 - Current | < 1 |
| University Of South Florida | Tampa, FL | Aug 2019 - May 2023 | 3 |
| General Nutrition Company | Tampa, FL | Jan 2020 - Mar 2020 | < 1 |
| Florida Atlantic University | Boca Raton, FL | Aug 2018 - Aug 2019 | 1 |
| Folsom Of Florida | Odessa, FL | Jun 2017 - Jul 2018 | 1 |
| Port Tarpon Marina | Tarpon Springs, FL | Feb 2017 - Jul 2018 | 1 |
| J.w. Mitchell High School | Trinity, FL | Jul 2015 - May 2018 | 2 |
| Seven Springs Middle School | Trinity, FL | Jul 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- FL
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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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