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Nickolas Magora Jr.

Advisor at Signature Equity Partners, LLC — Westerville, OH

Updated today

Credentials

Series 66

Experience

17 years

Location

Westerville, OH 43082

Signature Equity Partners, LLC logo

Signature Equity Partners, LLC

Multi-team

Total advisors

34

Across 19 offices

Clients per advisor

31 Very Low

Avg AUM per client

$313,089 Low

HNW client ratio

4% Very Low

About

Nickolas Magora is an investment advisor representative at Signature Equity Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research, Cetera Investment Services, and LPL Financial. He also owns and operates LC Wealth Management, conducting securities and variable insurance business. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and third-party money manager selection through its network of independent advisory affiliates and utilizes model-based portfolio solutions with discretionary and non-discretionary options.

Client services

Based on Signature Equity Partners, LLC

Financial planning Portfolio management Selection of other advisers Retirement plan consulting services

Expertise

Based on Signature Equity Partners, LLC

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies

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Fee options

Fixed

Fixed fees for financial planning and consulting services, typically $500-$10,000.

Percentage

Typically ranging between 0.25% - 1.75% annually (may vary outside this range based on complexity, size of account, services, and other factors)

Project-based

Hourly fees typically ranging from $50 to $300 per hour for financial planning and consulting services.

Other

Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.

Location

See office

Westerville, OH

670 Meridian Way, Suite 133

Westerville OH 43082

Advisors at this office

2

Most active in

Ohio · Texas

Work history

17 years of industry experience

OSAIC

2023 - Present • 3 years

Westerville, OH

Signature Equity Partners, LLC

2023 - Present • 3 years

Westerville, OH

Cambridge Investment Research, Inc.

2020 - 2023 • 3 years

Fairfield, IA

Cambridge Investment Research, Inc.

2020 - 2023 • 3 years

Fairfield, IA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

2019 - 2020 • 1 year

Scottsdale, AZ

TCP Asset Management, LLC

2019 - 2020 • 1 year

Columbus, OH

Cetera Investment Services Llc

2017 - 2019 • 2 years

St.Cloud, MN

Cetera Investment Advisers

2017 - 2019 • 2 years

Columbus, OH

First Merchants Bank, Na

2017 - 2019 • 2 years

Columbus, OH

The Huntington Investment Group

2017 - 2017 • 1 year

Lewis Center, OH

LPL Financial, llc

2014 - 2017 • 3 years

Mansfield, OH

FirstMerit Bank, NA

2010 - 2017 • 7 years

Mansfield, OH

Nickolas Magora Independent Insurance

2008 - Present • 18 years

Columbus, OH

nickolas magora

2008 - Present • 18 years

Columbus, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor with OneSeven in Worthington, OH, holding a Series 65 designation and two years of industry experience. He has worked at OneSeven since 2024 and has prior experience with MGO One Seven, LLC. Outside of his advisory role, he is the managing member of 614 Wealth Architects, LLC, an investment-related business. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, with discretionary and non-discretionary management options.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired

Jonathan C

Series 63, Series 6

Columbus, OH

Guardian Life

Jonathan Codispoti is a financial advisor with Legacy Wealth strategies based in Columbus, OH, with 20 years of industry experience. Outside of his advisory work, he serves as Treasurer on the Dublin Football League Board and is a member of the OhioHealth Foundation Executive Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Business exit / sale strategy Charitable giving tax strategies Business sale tax planning Inheritance planning Family Business Self-Employed Founder/Business Owner Executive Doctor or Medical Professional Professional Athlete Intergenerational Families Behavioral coaching / decision support Established Professionals
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Mark B

RICP®, Series 7, Series 66

Columbus, OH

Guardian Life

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the Guardian Network, with over 300 Financial Professionals, servicing more than 79,000 clients. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his clients’ unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional® (RICP®), a designation earned through The American College of Financial Services. Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve. Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. While in Pittsburgh he has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LWS and LFG.

Exec comp design Disability insurance Retirement income strategy Roth conversion strategy Wealth management Self-Employed Founder/Business Owner Doctor or Medical Professional Independent Contractor Approaching retirement HENRY (High Earners, Not Rich Yet) Retired Established Professionals
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Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Andrew Ferraro is a CFP® certificant with 17 years of industry experience. He founded Ferraro Wealth Management, LLC in 2020 after six years at Strategic Wealth Partners, Ltd. In addition to his advisory role, he operates as an independent insurance agent, focusing on life, long-term care, and annuities. Ferraro Wealth Management offers discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, estates, business clients, and charitable organizations. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor investment programs and provides ERISA-focused services for qualified retirement plans, alongside public seminars and workshops.

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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