Nicholas Craven (CRD# 6728337) is an Investment Advisor Representative working at Montgomery Financial in Ocean City, MD and has over 7 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 1574326
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Montgomery Financial Services, LLC | Ocean Pines, MD | Nov 2016 - Current | 7 |
| Mfs Wealth LLC | Ocean Pines, MD | Aug 2016 - Current | 7 |
| Mfs Services | Ocean Pines, MD | Jun 2016 - Current | 7 |
| Rita's World Of Wine | Berlin, MD | Jun 2015 - Jun 2016 | 1 |
| Bucknell University | Lewisburg, PA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- DE
- MD
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts897ACCOUNTS
-
Average Account Value$125,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DE, FL, MD, PA
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