Nicholas Wesley Linton
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$501BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James & Associates, Inc.Jul 2024 to now
- Summit Financial Group LLCJun 2023 to Jul 2024
- Raymond James Financial Services Advisors, Inc.May 2023 to Jul 2024
- Raymond James Financial Services, Inc.May 2023 to Jul 2024
- Minnesota Life Insurance CompanyJun 2019 to May 2023
- Securian Financial Services IncJun 2019 to May 2023
- LPL Financial, LLCDec 2016 to Jun 2019
- Malakoff WealthDec 2016 to Jun 2019
- Ameritas Investment CorpDec 2013 to Dec 2016
- LyftOct 2013 to Dec 2018
- David White & AssociatesJul 2013 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5164829
- Firm CRD
- 705