Nicholas Lanctot
Nicholas Lanctot is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Powell, OH, with 22 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
Firm Size
IM Fee
Assets Under Management
Location
7560 Sawmill Pkwy, Suite E, Powell, OH, 43065
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Nicholas is a financial advisor at JDS Financial, a DBA/support company, since September 2024. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Transamerica Capital, INC.Broker
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Faf Advisors, INC.
Quasar Distributors, LLCBroker
U.S. Bancorp Investments, INC.Broker
Tcf Investments, INC.Broker
State Registrations16 states
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