Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cambridge, OH 43725
Credentials
Series 63, Series 66
Industry experience
19 years
Nathan Larrick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cambridge, Ohio, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been affiliated with Raymond James since 2011 and is also involved as an instructor with Dave Ramsey Financial Peace University since 2019. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research, with a distinctive focus on advisory services that often maintain client decision authority rather than discretionary management.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
845 Wheeling Avenue
Cambridge, OH 43725
Ohio
Dave Ramsey Financial Peace University
2019 - Present (7 years)
Peoples bank
2018 - Present (8 years)
Lacann Prop
2013 - Present (13 years)
Raymond James Financial Services Advisors INC.
2011 - Present (15 years)
Raymond James financial Services
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63
Cambridge, OH
Janney Montgomery Scott
Brent Markley is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds a Series 63 designation and previously worked at Stratos Wealth Partners, Ltd and LPL Financial. Markley is based in Cambridge, Ohio. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.
Series 63, Series 65
Cambridge, OH
Janney Montgomery Scott
Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC from 2011 to 2024. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a range of services including portfolio management, financial planning, and retirement plan advisory.
Series 63
Cambridge, OH
Janney Montgomery Scott
Mikelle Copella is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 63 designation and previously worked at Stratos Wealth Partners, LTD and LPL Financial. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.
Series 66
Cambridge, OH
Edward Jones
Matthew Lashley is a Series 66 licensed financial advisor with Edward Jones in Cambridge, Ohio, and has one year of industry experience. Prior to joining Edward Jones, he held positions at Integrity Kokosing Pipeline Services, Beaver Excavating, and Bi-Con Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a nationwide network of more than 23,700 financial advisors.
Series 66
Cambridge, OH
Edward Jones
Steven Marvin is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to this, he worked at Huntington National Bank for 29 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.
Series 66
Cambridge, OH
Edward Jones
Christina Bradison is a financial advisor with Edward Jones in Cambridge, OH, holding a Series 66 designation and 19 years of experience at the firm. Outside of her advisory role, she has worked as a restaurant server. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a large national network of advisors. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.
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