Nolin
Frias

Briggs Advisory Group, Inc

CRD#6073258
Investment Advisor
in Lincoln, RI

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About this Advisor

Nolin Frias is a certified financial planner working out of Lincoln, Rhode Island, who has 1 year of industry experience. Frias works at Briggs Advisory Group, Inc. Over the course of their career, they have held roles at American Eagle, Ameriprise Financial, University Of Massachusetts Dartmouth, Ameriprise Financial Services, Inc, John Hancock, John Hancock Funds LLC, Manulife Asset Management, John Hancock Distributors, LLC, John Hancock Funds, LLC, John Hancock Investment Management Distributors, LLC and Briggs Advisory Group, Inc. Frias holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Rhode Island. Briggs Advisory Group, Inc is a registered investment company that has its headquarters in Lincoln, RI. It oversees $421 million in total assets across its 968 accounts, placing it among the bigger firms in the nation by assets under management. Of its 968 accounts, 18% belong to high-net-worth investors who have at least $1 million in assets. Briggs Advisory Group, Inc provides a broad assortment of services, such as 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 depend on which services the firm provides the client. However, fee types billed by Briggs Advisory Group, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 Albion Road Suite 440
Lincoln, RI 02865

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Briggs Advisory Group, Inc Brokerage Details

Total Assets Under Management

$421,357,710

RI Average: $2,813,243,532
Total Number of Employees

8

RI Average: 18
Total Number of Accounts

968

RI Average: 609
Average Account Size

$435,287

RI Average: $4,619,448

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

Nolin Frias Work History

Nolin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Briggs Advisory Group, Inc

2018 - 2020 (2 years)

John Hancock Funds, LLC

2018 - 2022 (4 years)

John Hancock Investment Management Distributors, LLC

2016 - 2018 (2 years)

John Hancock Distributors, LLC

2014 - 2016 (2 years)

John Hancock

2014 - 2016 (2 years)

John Hancock Funds LLC

2014 - 2016 (2 years)

Manulife Asset Management

2013 - 2013 (< 1 year)

Ameriprise Financial

2013 - 2014 (1 year)

Ameriprise Financial Services,Inc

2012 - 2013 (1 year)

Ameriprise Financial

2012 - 2014 (2 years)

University Of Massachusetts Dartmouth

2011 - 2013 (2 years)

American Eagle

*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 Nolin Frias 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 Briggs Advisory Group, Inc

Nolin Frias
Lincoln, RI
Kevin Tremor
Lincoln, RI
Christopher Ricci
Lincoln, RI
Harold Briggs
Lincoln, RI
James Couch
Lincoln, RI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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