Nathan Shoup
Nathan Shoup is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eaton, OH, with 9 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
Firm Size
IM Fee
Assets Under Management
Location
1600 N Barron Street, Eaton, OH, 45320
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 →Other Business Activities
Nathan earns W-2 compensation from TRI Wealth Management & Financial Planning, LLC, working for his Branch Manager's entity for Raymond James payroll, dedicating about half of his time. Nathan also works as a food truck chef as an independent contractor, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations18 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.