Nicholas Manns (CRD# 6656061) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Port Richey, FL and has over 6 years 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 |
|---|---|---|---|
| Coastal Bay Wealth Management | New Port Richey, FL | Mar 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | New Port Richey, FL | May 2021 - Current | 2 |
| Raymond James Financial Services Advisor, Inc. | New Port Richey, FL | May 2021 - Current | 2 |
| Coastal Bay Wealth, Pllc D/b/a The Cox Private Wealth Management | New Port Richey, FL | May 2021 - Current | 2 |
| Concurrent Advisors | Trinity, FL | May 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Trinity, FL | Dec 2017 - May 2021 | 3 |
| Adrian College | Adrian, MI | Aug 2014 - Dec 2017 | 3 |
| Adrian College | Adrian, MI | Sep 2016 - Dec 2016 | < 1 |
| Meadowbrook Country Club | Clayton, OH | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- 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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