David
Nicholas
Transamerica Financial Advisors, Inc
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About this Advisor
David Nicholas is a financial advisor based in Bakersfield, California, working with Transamerica Financial Advisors, Inc. David has previously held positions at David K. Nicholas Cpa, World Financial Group, Inc, Barnes Successor Trustes, Transamerica Financial Advisors, Inc, The Barnes Trust, Kern Leadership Alliance Services Inc, Debtmerica, Donald E. Barnes, Stockdale Greens Homeowners Association Inc, Mexicali, Inc, Rx.Golf LLC, College Loan Freedom, and Covenant Community Services Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, David is part of Transamerica Financial Advisors, Inc, which operates out of Bakersfield, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Nicholas Work History
Covenant Community Services Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
David K. Nicholas Cpa
College Loan Freedom
Rx.Golf LLC
Mexicali, Inc
Donald E. Barnes
Stockdale Greens Homeowners Association Inc
Debtmerica
Kern Leadership Alliance Services Inc
Barnes Successor Trustes
The Barnes Trust
Disclosures
Please visit the SEC profile of David Nicholas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Concord, CA
Gaithersburg, MD
Dayton, OH
Englewood, CO
Port Jefferson Station, NY
Cincinnati, OH
San Antonio, TX
Ontario, CA
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