Nicholas Manson, financial advisor Winter Park FL
90 score

Nicholas Manson

CRD Number: 5898085
Current Firm: Independent Financial Partners

Nicholas Manson (CRD# 5898085) is an Investment Advisor Representative working at Independent Financial Partners in Winter Park, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Winter Park, FL May 2013 - Current 3
Independent Financial Partners Winter Park, FL May 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Jul 2011 - May 2013 1
Thrivent Investment Management Inc. Heathrow, FL Apr 2011 - May 2013 2
Paul J. Ford And Company Orlando, FL May 2006 - May 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Nicholas R. Manson
Phone Number: 813-341-0960
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
90
Clean Record
This advisor has a clean track record with regulators.

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