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||5|
|Independent Financial Partners||Winter Park, FL||May 2013 - Current||5|
|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
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