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About this Advisor
Nicholas Kolata is a financial advisor working in San Diego, California, who has been in the industry for 10 years. Kolata is an advisor for Pfg Advisors. Over the course of their career, they have held roles at Espn X Games, South Bay Fish And Grill, Edward Jones, Gourmet Events, Wells Fargo, Union Bank, Unionbanc Investment Services, Securities America, Inc, California Coast Credit Union and Lpl Financial LLC. Kolata maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Pfg Advisors is a registered investment firm based out of San Diego, California. The investment advisory business has offices in 26 locations and a total of 37 financial advisors. It administers $223 million in assets across its 1,184 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,184 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets. Pfg Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which service is provided. However, fees charged by Pfg Advisors likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Pfg Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Kolata Work History
Nicholas has 10 years of experience.
Securities America, Inc
California Coast Credit Union
Lpl Financial LLC
Unionbanc Investment Services
Espn X Games
South Bay Fish And Grill
Nicholas Kolata has no disclosures.
Please visit their SEC profile for more details.