National Wealth Management Group LLC- Financial Advisor Ormond Beach, FL

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About National Wealth Management Group, LLC

Distilled down to its most fundamental property, money is a representation of your productivity. Since your time is a finite resource, you owe it to yourself to understand how to best invest it. We believe the wisest investment of your time is in the pursuit of knowledge. With the heart of a teacher, each NWMG advisor has dedicated his or her career to sharing financial knowledge with engaging education.

Our advisors are experienced, each with more than a decade serving people with sound money management advice. Working with a NWMG advisor means fast tracking your understanding of money, markets, and their impact on your future. But don't just take our word for it, find out yourself by scheduling an introductory meeting. The first lesson is always on us, and you'll walk away knowing if our process is for you.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

Firm CRD#

6413

States Licensed in

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 6, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Hourly, Flat Fee, Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For a list of states in which I am/ we are registered to do business, please visit www.nwmgadvisors.

Paladin Advisors

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National Wealth Management Group, LLC