NV
NV

Nicholas Vanover

13 Years of Experience
Maumee, OH
Broker

Nicholas Vanover is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Maumee, OH, with 13 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

1745 Indian Wood Circle, Suite 100, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Nicholas works as an independent contractor and financial advisor for Patton Wealth Management, dedicating about half of his time to providing investment advice and guidance. He also owns Strategic Dealer Solutions, LLC, providing administrative services to an automotive dealership group, and VF Holdings LLC, a pass-through payroll entity, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - September 2019 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - September 2019 · 3 yrs 4 mos
Key Investment Services LLCBroker
July 2012 - November 2015 · 3 yrs 4 mos
State Registrations10 states
AZFLILKSMINCOHTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.