Nicholas
Holmes
Intellicents Investment Solutions Inc
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About this Advisor
Nicholas Holmes is a financial advisor based in Golden, Colorado, working with Intellicents Investment Solutions Inc. Nicholas has previously held positions at Gwfs Equities, Inc, 1St Global, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Investment Services LLC, Cetera Financial Specialists LLC, Jackson National Life Distributors LLC, Mutual Securities, Inc, and Intellicents Investment Solutions Inc. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Nicholas is part of Intellicents Investment Solutions Inc, which operates out of Golden, Colorado. The firm has 8 offices and 64 employees. The firm manages assets totaling $6.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Intellicents Investment Solutions Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intellicents Investment Solutions Inc Brokerage Details
$6,009,674,946
64
4,381
$1,371,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nicholas Holmes Work History
Mutual Securities, Inc
Intellicents Investment Solutions Inc
Cetera Advisors LLC
Jackson National Life Distributors LLC
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Investment Services LLC
Cetera Financial Specialists LLC
Gwfs Equities, Inc
1St Global
Disclosures
Please visit the SEC profile of Nicholas Holmes 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 Intellicents Investment Solutions Inc
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
Albert Lea, MN
Overland Park, KS
Albert Lea, MN
Albert Lea, MN
Overland Park, KS
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