Seth M. Deaver

NETADVIZOR WEALTH LLC

Forest, VA

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CRD#: 6494685

Professional summary

Seth Mcneil Deaver is a registered financial advisor currently at NETADVIZOR WEALTH LLC located in Forest, Virginia.

Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Seth has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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) INDEPENDENT INSURANCE AGENT, Forest VA, INVESTMENT-RELATED, POSITION: INSURANCE AGENT, START DATE-9/24/20, 10 HOURS PER MONTH ALL DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Seth Mcneil Deaver'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®

None

Experience

Current

November 26, 2024 - Present

NETADVIZOR WEALTH LLC

RIA

CRD#: 319725

Forest, VA

Past

August 26, 2021 - November 11, 2024

SELECTIVE WEALTH MANAGEMENT, INC.

RIA

CRD#: 164882

FOREST, VA

Past

February 10, 2020 - August 25, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

GREENVILLE, SC

Past

November 21, 2019 - August 25, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENVILLE, SC

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

Oklahoma
(12/2/2024)

IAR

Virginia
(11/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/31/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/21/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/15/2019

Securities Industry Essentials Examination

Current Firm

NETADVIZOR WEALTH LLC

CRD#: 319725 / SEC#:

Oklahoma

Registered Investment Advisory firm - (5/10/2022 Approved)

Virginia

Registered Investment Advisory firm - (8/19/2022 Approved)

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Contact information

Main Address

Jenks, OK

Mailing Address

Phone number

(918) 984-5047

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	72
AUM (Assets Under Management)	$ 3,417,896

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Seth M. Deaver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Seth Mcneil Deaver's CRS (Customer Relationship Summary).

Certified licenses

Experience

NETADVIZOR WEALTH LLC

SELECTIVE WEALTH MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2020

Series 7TO

Date: 11/21/2019

SIE

Date: 7/15/2019

Current Firm

NETADVIZOR WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NETADVIZOR WEALTH LLC

TRUST BUT VERIFY

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