Nick Routh Email & Phone Number
Wealth Management Advisor @ LPL Financial
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Nick Routh Location
- Granite Bay, CA, US
Nick Routh Work
- Wealth Management Advisor @ (June 2024 - Present)
- Financial Advisor @ First Allied Securities (May 2013 - June 2024)
- Investment Representative @ (May 2012 - April 2013)
- Financial Representative @ (May 2011 - May 2012)
- Registered Sales Assistant @ First Allied Securities (May 2007 - May 2011)
Nick Routh Education
- USC Marshall School of Business
Bachelor of Science (Business Administration; Finance, Entrepreneurship)
2007-2011 - USC Marshall School of Business
Bachelor of Science (BS) (Business Administration)
2007-2011
Nick Routh Skills
- Accredited Investment Fiduciary
- CA Insurance License 0H83797
- CERTIFIED FINANCIAL PLANNER TM
- Family Wealth Management
- Financial Advisory
- Financial Planning
- Independent Financial Advice
- Insurance
- Investment Management
- Model Portfolios
- Retirement Planning
- Series 24
- Series 66
- Series 7
- Wealth Management Services
- Portfolio Management
- Notary Public
- Certified Financial
- Finance
- Ca Insurance License
- Customer Service
Nick Routh Summary
- Nick Routh, based in Granite Bay, CA, US, is currently a Wealth Management Advisor at LPL Financial. Nick Routh brings experience from previous roles at First Allied Securities and Fidelity Investments. Nick Routh holds a 2007 - 2011 Bachelor of Science in Business Administration; Finance, Entrepreneurship @ USC Marshall School of Business. With a robust skill set that includes Accredited Investment Fiduciary, CA Insurance License 0H83797, CERTIFIED FINANCIAL PLANNER TM, Family Wealth Management, Financial Advisory and more. Nick Routh has 3 emails and 1 mobile phone numbers on RocketReach.
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