Nicholas Linton
Nicholas Linton is a CFA, CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Walnut Creek, CA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2999 Oak Road Suite 1030, Walnut Creek, CA, 94597
Get directionsHistory
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 →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Malakoff Wealth
LPL Financial LLC
LPL Financial LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations12 states
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.