Nationwide Securities, LLC

CRD#11173
Investment Advisor Firm

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Learn more about Nationwide Securities, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Nationwide Securities, LLC is located at 10 West Nationwide Blvd, Columbus, OH. The firm employs 8 financial advisors to manage client portfolios and provide financial guidance. Nationwide Securities, LLC is a registered broker-dealer.

    Nationwide Securities, LLC offers financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The firm operates on an asset-based fee structure. The firm caters to retail investors, with retail investors being the largest client type by accounts. Nationwide Securities, LLC maintains affiliations with a broker-dealer or securities dealer, a banking or thrift institution, an insurance company or agency, and a commodity pool advisor.

    Nationwide Securities, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, and Ohio.

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    10 West Nationwide Blvd
    Columbus, OH 43215

    Nationwide Securities, LLC by the Numbers

    Total Number of Employees

    26

    National Average: 64
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    Products and Services

    Nationwide Securities, LLC offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. Notably, Nationwide Securities, LLC did not provide financial planning services to any of its accounts in the previous financial year. It is engaged in selling products or offering services different than investment advisory services to its customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management usually depend on the services provided. Fees billed by Nationwide Securities, LLC typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm caters to retail investors. Nationwide Securities, LLC's largest client type by number of accounts is .

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 100%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Nationwide Securities, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Nationwide Securities, LLC

    Harley Cranswick
    Gilbert, AZ
    Josue Ortiz
    Columbus, OH
    Garett Feldkamp
    Loveland, OH
    William Russell
    Columbus, OH
    Kirk Weber
    Columbus, OH
    Bradford Eiden
    Louisville, KY
    Jody Maccormack
    San Diego, CA
    Katrina Jackson
    Columbus, OH
    Chapin Mcanally
    Columbus, OH

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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