Scott Nicholson, financial advisor Grand Rapids MI
81 score

Scott Nicholson

CRD Number: 1862660
Current Firm: Invest Financial Corporation

Scott Nicholson (CRD# 1862660) is an Investment Advisor Representative working at Invest Financial Corporation in Grand Rapids, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Blue Water Asset Management Grand Rapids, MI Feb 2015 - Current 1
Benchmark Mortgage Grand Rapids, MI Jan 2014 - Current 2
Redfield Financial Group Grand Rapids, MI Nov 2011 - Current 5
Invest Financial Corporation Grand Rapids, MI May 2009 - Current 7
Goldstar Financial Grand Rapids, MI Mar 2011 - Dec 2013 2
Clark Financial Group Grand Rapids, MI Mar 2010 - Mar 2011 1
Vandyk Mortgage Corp. Grand Rapids, MI Apr 2007 - Mar 2010 2
Priority Mortgage Corp. Grandville, MI Apr 2002 - Apr 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Oct 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Scott R. Nicholson
Phone Number: (813) 880-5300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
81

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