Nicholas MansonCRD 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 6 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Lpl Financial LLC||Winter Park, FL||May 2013 - Current||4|
|Independent Financial Partners||Winter Park, FL||May 2013 - Current||4|
|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|
Total Assets Under Management5,298MILLIONS
Total Number of Accounts30,260ACCOUNTS
Average Account Value$175,078
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops