Luis
Ricardo

Nationwide Investment Advisors, LLC

CRD#1831268
Investment Advisor
in Columbus, OH

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About this Advisor

Luis Ricardo is a financial advisor based in Columbus, Ohio, working with Nationwide Investment Advisors, LLC. Luis has previously held positions at World Financial Group, Transamerica Financial Advisors, Inc, Luis A. Ricardo Health Insurance, Luis Ricardo Rental Property, Allstate Insurance Co, Netlaw In, Valic Financial Advisors, Inc, Agia, Luis A. Ricardo Music, and Nationwide Investment Services Corporation. Luis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Luis is part of Nationwide Investment Advisors, LLC, which operates out of Columbus, Ohio. The firm has 10 offices and 429 employees. The firm manages assets totaling $14.3 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Nationwide Investment Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

10 West Nationwide Blvd Mail Code 5-02-304J
Columbus, OH 43215

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Nationwide Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$14,333,000,000

OH Average: $2,106,341,625
Total Number of Employees

429

OH Average: 34
Total Number of Accounts

273,511

OH Average: 1,972
Average Account Size

$52,404

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Luis Ricardo Work History

2023 - Present (1 year)

Luis A. Ricardo Music

2023 - Present (1 year)

Nationwide Investment Services Corporation

2022 - 2023 (1 year)

Valic Financial Advisors, Inc

2022 - 2023 (1 year)

Agia

2019 - 2021 (2 years)

Netlaw In

2017 - 2022 (5 years)

Allstate Insurance Co

2013 - 2015 (2 years)

Luis Ricardo Rental Property

2012 - 2017 (5 years)

Transamerica Financial Advisors, Inc

2012 - 2017 (5 years)

Luis A. Ricardo Health Insurance

2010 - 2017 (7 years)

World Financial Group

Disclosures

Please visit the SEC profile of Luis Ricardo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nationwide Investment Advisors, LLC

Mariah Wood
Columbus, OH
Andrew Simms
Columbus, OH
Abigail Kuo
Columbus, OH
David Cervantes
Columbus, OH
Christopher Brie
Columbus, OH
Michael Bennett
Columbus, OH
Sarita Null
Columbus, OH
Denton Smith
Columbus, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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