Kaine
Nicholas

Shifting The Culture Wealth Partners LLC

CRD#4549316
Investment Advisor
in San Pedro, CA

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About this Advisor

Kaine Nicholas is a financial advisor operating out of San Pedro, California with a total of 2 years of relevant experience. Nicholas is an advisor for Shifting The Culture Wealth Partners LLC. Throughout their career, Nicholas has worked at Able Consulting LLC, Nuveen Investments, Hr Block, Merill Lynch, Pierce, Fenner Amp; Smith Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Southwest Advancement Solutions, Goldman Sachs 10, 000 Small Business Lbcc, Babson College, Tradewinds Global Investors, National Black Mba Association, Los Angeles, Amazon Flex, Pruco Securities LLC, The Prudential Insurance Company Of America, Wyzant, Shifting The Culture Wealth Partners LLC, The Studio School, Hussian College, Cor Cdc and Naac Cdfi. Nicholas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Shifting The Culture Wealth Partners LLC is a financial advisory firm operating in San Pedro, California.

Certifications and Registrations

Series 66

Years Registered*

2 years

Office Location

San Pedro, CA

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Kaine Nicholas Work History

Kaine has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Shifting The Culture Wealth Partners LLC

2019 - Present (5 years)

Wyzant

2019 - Present (5 years)

The Studio School, Hussian College

2020 - 2020 (< 1 year)

Naac Cdfi

2019 - 2020 (1 year)

Pruco Securities LLC

2019 - 2020 (1 year)

The Prudential Insurance Company Of America

2018 - 2019 (1 year)

Transamerica Financial Advisors, Inc

2018 - 2019 (1 year)

World Financial Group, Inc

2018 - 2018 (< 1 year)

Amazon Flex

2018 - 2019 (1 year)

Cor Cdc

2017 - 2018 (1 year)

Merill Lynch, Pierce, Fenner Amp; Smith Inc

2017 - 2017 (< 1 year)

Southwest Advancement Solutions

2015 - 2016 (1 year)

Goldman Sachs 10,000 Small Business Lbcc

2014 - 2015 (1 year)

Hr Block

2014 - 2017 (3 years)

National Black Mba Association, Los Angeles

2013 - 2017 (4 years)

Able Consulting LLC

2012 - 2013 (1 year)

Babson College

2005 - 2013 (8 years)

Nuveen Investments

2005 - 2013 (8 years)

Tradewinds Global Investors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kaine Nicholas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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