NC
NC

Nicholas Combs

7 Years of Experience
Columbus, IN
Broker

Nicholas Combs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, IN, with 7 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

2635 Foxpointe Drive Suite B, Columbus, IN, 47203

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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 Activities

Nicholas works as a financial advisor for Forman Investment Services, a support company/DBA. He dedicates no time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2018 - April 2019 · 7 mos
State Registrations12 states
AZCACODCFLGAINKSNCOHTNVA
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.