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Gary Nist

29 Years of Experience
Carrollton, OH
Broker

Gary Nist is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carrollton, OH, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

593 6th St NW, Suite 200, Carrollton, OH, 44615

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gary owns rental real estate property since 2013, dedicating minimal time to it. He also works as an associate/employee for PortfolioVision, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
February 1997 - Present · 29 yrs 5 mos
Previous Registrations
Raymond James Financial Services
September 2007 - January 2009 · 1 yr 4 mos
State Registrations5 states
FLMINCOHVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gary Nist - Financial Advisor | TrueAdvisor