Nickolas Parker (CRD# 6894513) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 4 years of experience in the finance industry.
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5887508
Fisher Investments
CRD# 4955124
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Frisco, TX | Nov 2022 - Current | 1 |
| Biggs Wealth Team | Frisco, TX | May 2022 - Current | 2 |
| Southwestern Investment Group | Frisco, TX | Jul 2021 - Current | 2 |
| Omar Tennis Academy | Frisco, TX | Aug 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Frisco, TX | Apr 2019 - Current | 5 |
| Southwestern Investment Advisory Services | Franklin, TN | Apr 2019 - Current | 5 |
| Milburn Success Center | Shawnee, OK | Aug 2017 - Current | 6 |
| Omar Tennis Academy | Frisco, TX | Aug 2019 - Feb 2020 | < 1 |
| Raymond James Financial Services, Inc. | Frisco, TX | Jan 2019 - Apr 2019 | < 1 |
| Ptla Real Estate | Walnut Creek, CA | May 2018 - Aug 2018 | < 1 |
| Unemployed | Frisco, TX | May 2017 - Aug 2017 | < 1 |
| Oklahoma Baptist University | Shawnee, OK | Aug 2016 - May 2017 | < 1 |
| Crest Nissan | Frisco, TX | May 2016 - Aug 2016 | < 1 |
| Oklahoma Baptist University | Shawnee, OK | Jun 2015 - May 2016 | < 1 |
| Mckinney North High School | Mckinney, TX | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- TX
-
Total Assets Under Management5,503MILLIONS
-
Total Number of Accounts28,921ACCOUNTS
-
Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.