Kevin
Nicholson
The Ascent Group, LLC
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About this Advisor
Kevin Nicholson is a financial advisor operating out of Wayne, Pennsylvania who has 2 years of relevant experience. Nicholson is an employee of The Ascent Group, LLC. Nicholson has gained experience at Walsh & Nicholson Financial Group, Ameritas Investment Corp, Ameritas Life Insurance, Ameritas Life Insurance Corp Of New York, Walnic Properties, LLC, The Ascent Group, LLC and Triad Advisors. Nicholson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. The Ascent Group, LLC is a business operating out of Virginia Beach, VA. The company has offices in nine locations and a total of 30 advisors. It oversees $3 billion in assets under management among its 5,077 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 5,077 client accounts, 18% are associated with high-net-worth investors who have greater than $1 million in assets. The company performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on which services are provided. However, fee types billed by The Ascent Group, LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
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
Kevin Nicholson Work History
Kevin has been registered as a financial advisor for 2 years.*
Triad Advisors
The Ascent Group, LLC
Ameritas Life Insurance Corp Of New York
Ameritas Life Insurance
Walnic Properties, LLC
Walsh & Nicholson Financial Group
Ameritas Investment Corp
*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 Kevin Nicholson 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 The Ascent Group, LLC
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
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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