Nicholas Pino (CRD# 4741498) is a CERTIFIED FINANCIAL PLANNER™ Practitioner CFP (R) and Accredited Investment Fiduciary®. Nick has been with Capitol Financial Solutions for 20 years, and has 22 industry years of experience, beginning his career working with a Nasdaq, OTC, Market Maker Investment Bank in New York, NY. Nick is also securities-licensed, insurance-licensed, and a fiduciary. Nick specializes in custom financial planning, retirement planning, asset management and 1031 exchanges. Nick's collaborative model provides five Certified Financial Planner Practitioners, three Certified Public Accountants, an Estate Attorney, a Healthcare Specialist and a Life Insurance Consultant, to work together to deliver considerable value.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Raleigh, NC | Nov 2018 - Current | 5 |
| John Hancock Financial Services | Raleigh, NC | Oct 2005 - Nov 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- NC
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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
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