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Chapin Mcanally

18 Years of Experience
Broker

Chapin Mcanally is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, with 18 years of industry experience. Chapin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 105 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
105 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.65%
$100K - $250K0.60%
$250K - $400K0.55%
$400K - $500K0.50%
$500K+0.45%

These fees are for the ProAccount Investment Advisory Program and are paid to Nationwide Investment Advisors (NIA), an affiliate of Nationwide Securities. Clients also pay administrative fees to Nationwide Trust Company (NTC) and internal expenses for the mutual funds they invest in.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Nationwide Plaza, Columbus, OH, 43215

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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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Employment History
Current Registrations
Nationwide Securities, LLC
December 2017 - Present · 8 yrs 4 mos
Nationwide Securities, LLCBroker
November 2017 - Present · 8 yrs 5 mos
Previous Registrations
Jpmorgan Distribution Services, INC.Broker
May 2017 - October 2017 · 5 mos
Nationwide Securities, LLCBroker
September 2014 - April 2017 · 2 yrs 7 mos
Nationwide Securities, LLC
January 2013 - April 2017 · 4 yrs 3 mos
Nationwide Investment Services CorporationBroker
December 2012 - September 2014 · 1 yr 9 mos
First Allied Advisory Services, INC.
July 2012 - November 2012 · 4 mos
First Allied Securities, INC.
December 2009 - July 2012 · 2 yrs 7 mos
First Allied Securities, INC.Broker
January 2008 - November 2012 · 4 yrs 10 mos
State Registrations15 states
ARAZCACOINKSMONENVOHORTXUTWAWY
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.