Aaron
Gaines

Nicholas Wealth Management

CRD#6288705
Investment Advisor
in Marietta, GA

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About this Advisor

Aaron Gaines is a financial advisor based out of Marietta, Georgia who has 4 years of industry experience. Gaines is an advisor for Nicholas Wealth Management. Gaines has gained experience at Securian Financial Services, Wealthspan Financial, Northwestern Mutual, University Of Alabama, My Financial Services, Edward Jones, Ty Young, Target, World Equity Group, Nicholas Wealth Management, Bluepath Capital, LLC and Home. Gaines holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Nicholas Wealth Management is an advisory business based in Marietta, GA. It controls $142 million in total assets among its 1,222 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,222 accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Nicholas Wealth Management likely include some combination of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

218 Roswell St Ne Suite 200
Marietta, GA 30060

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Nicholas Wealth Management Brokerage Details

Total Assets Under Management

$142,393,104

GA Average: $3,570,121,308
Total Number of Employees

13

GA Average: 58
Total Number of Accounts

1,222

GA Average: 1,608
Average Account Size

$116,525

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Educational seminars/workshops

Aaron Gaines Work History

Aaron has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

World Equity Group

2019 - Present (5 years)

Nicholas Wealth Management

2019 - Present (5 years)

Bluepath Capital, LLC

2016 - 2019 (3 years)

Edward Jones

2015 - 2016 (1 year)

Ty Young

2015 - 2015 (< 1 year)

Home

2014 - 2015 (1 year)

Securian Financial Services

2014 - 2015 (1 year)

Wealthspan Financial

2014 - 2014 (< 1 year)

My Financial Services

2013 - 2014 (1 year)

Northwestern Mutual

2013 - 2013 (< 1 year)

Target

2010 - 2014 (4 years)

University Of Alabama

*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 Aaron Gaines 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 Nicholas Wealth Management

Justin Slaughter
Marietta, GA
Graham Reynolds
Marietta, GA
Cynthia Panian
Marietta, GA
Jared Chambers
Marietta, GA
Aaron Gaines
Marietta, GA
Stephen Jones
Marietta, GA
David Nicholas
Marietta, GA

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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