Marlan
Nichols

Avantax Advisory Services

CRD#4523315
Investment Advisor
in Warner Robins, GA

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About this Advisor

Marlan Nichols is a financial advisor based in Warner Robins, Georgia, working with Avantax Advisory Services. Marlan has previously held positions at Nichols, Cauley & Associates, LLC, 1St Global Capital Corp, 1St Global Advisors, Avantax Investment Services, Inc, and Avantax Advisory Services. Marlan has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Marlan is part of Avantax Advisory Services, which operates out of Warner Robins, Georgia. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 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, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

400 Corder Road
Warner Robins, GA 31088

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

GA Average: $3,042,739,679
Total Number of Employees

2,478

GA Average: 49
Total Number of Accounts

131,534

GA Average: 2,315
Average Account Size

$316,996

GA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Marlan Nichols Work History

2019 - Present (5 years)

Avantax Investment Services, Inc

2019 - Present (5 years)

Avantax Advisory Services

1985 - Present (39 years)

Nichols, Cauley & Associates, LLC

2006 - 2019 (13 years)

1St Global Capital Corp

2006 - 2019 (13 years)

1St Global Advisors

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Disclosures

Please visit the SEC profile of Marlan Nichols 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 Avantax Advisory Services

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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