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Nathan Nichols
GRP FINANCIAL SERVICES
FARMINGDALE, ME 04344
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CRD#: 6733212
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Professional summary
Nathan Nichols is a registered financial advisor currently at GRP FINANCIAL SERVICES, LLC located in Farmingdale, Maine.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nathan has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Gosline Retirement Planning; Investment-related; 633 Maine Ave., Farmingdale, ME 04344; Annuity and insurance sales; President; 04/2016; Approx. 150 hours/month; Approx. 130 hours/month during trading hours; Services provided includes insurance services, education and consulting. (2) Nate Nichols; Investment-related; 633 Maine Ave., Farmingdale, ME 04344; Annuity and insurance sales; Licensed insurance agent; 04/2016; Approx. 150 hours/month as President of Gosline Retirement Planning; Approx. 130 hours/month during trading hours as President of Gosline Retirement Planning; Works to acquire new clients and service existing client contracts. (3) Nichols Property, LLC; Not investment-related; 20 School House Dr., Farmingdale, ME 04344; Real Estate; President; 09/2020; Approx. 5 hours/month; Approx. 0 hours/month during trading hours; Operating a commercial rental property.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Nichols's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 18, 2024 - Present
GRP FINANCIAL SERVICES, LLC
Office #1: 633 Maine Avenue, Farmingdale, ME 04344RIA
CRD#: 333183
FARMINGDALE, ME
Past
September 8, 2020 - October 18, 2024
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
Farmingdale, ME
Past
March 16, 2018 - September 15, 2020
PLANNERS ALLIANCE
RIA
CRD#: 290575
Farmingdale, ME
Past
January 17, 2017 - March 16, 2018
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
Farmingdale, ME
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GRP FINANCIAL SERVICES, LLC
GOSLINE RETIREMENT PLANNING, INC. | GRP FINANCIAL SERVICES, LLC
CRD#: 333183 / SEC#: 801-131281
RIA
Registered Investment Advisory firm - (10/10/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maine(10/18/2024)
IAR
Texas(10/22/2025)
Current Firm
GF
GRP FINANCIAL SERVICES, LLC
GOSLINE RETIREMENT PLANNING, INC. | GRP FINANCIAL SERVICES, LLC
CRD#: 333183 / SEC#: 801-131281
RIA
Registered Investment Advisory firm - (10/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
633 Maine Avenue, Farmingdale, ME 04344
Mailing Address
Phone number
(207) 622-4494
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 109,866,444 |
Red Flags
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Company Information
GRP FINANCIAL SERVICES, LLC
CRD#: 333183Farmingdale, ME 04344TRUST BUT VERIFY
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