Nathan Niles (CRD# 7392984) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Durham, NC | Mar 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Durham, NC | Mar 2024 - Current | < 1 |
| Baker Wealth Advisors, LLC | Durham, NC | Mar 2024 - Current | < 1 |
| Td Private Client Wealth | Greenville, SC | May 2021 - Mar 2024 | 2 |
| Tybee Vacation Rentals | Tybee Island, GA | Jan 2020 - May 2021 | 1 |
| Tybee Vacation Rentals | Tybee Island, GA | Aug 2018 - Jan 2020 | 1 |
| Tybee Vacation Rentals | Tybee Island, GA | Mar 2018 - Aug 2018 | < 1 |
| Unemployed | Savannah, GA | May 2017 - Mar 2018 | < 1 |
| North Carolina State University Department Of Forest Biomaterial | Raleigh, NC | Jun 2016 - May 2017 | < 1 |
| North Carolina State University | Raleigh, NC | Aug 2013 - May 2017 | 3 |
| Woodcreek Whitecaps | Apex, NC | May 2016 - Aug 2016 | < 1 |
| Recreation Club Of Lochmere | Cary, NC | May 2011 - Aug 2015 | 4 |
| North Carolina State University Recreation | Raleigh, NC | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- SC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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