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Nathan Larrick

19 Years of Experience
Cambridge, OH
BrokerSells Insurance

Nathan Larrick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cambridge, OH, with 19 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

845 Wheeling Avenue, Cambridge, OH, 43725

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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 ActivitiesSells Insurance

Nathan teaches Dave Ramsey's Financial Peace University, works as an insurance agent selling life insurance, and is a Vice President at Peoples Bank. He also works for Peoples Investment Services as a Registered Rep.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2011 - Present · 14 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Natcity Investments, INC.Broker
November 2003 - May 2008 · 4 yrs 6 mos
State Registrations7 states
CAFLINMTOHPAWV
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.
Nathan Larrick - Financial Advisor | TrueAdvisor