Marc
Nichols

Arbor Capital Management Inc

CRD#6332434
Investment Advisor
in Cedar Park, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marc Nichols is a financial advisor operating in Cedar Park, Texas who has 2 years of industry experience. Nichols currently works for Arbor Capital Management Inc. Throughout their career, Nichols has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, The College Of New Jersey, Princeton Racquet Club, Bank Of America, N.A, Charles Schwab & Co., Inc, Charles Schwab Bank, Td Ameritrade and Arbor Capital Management Inc. Nichols maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Arbor Capital Management Inc is a registered investment business that has its headquarters in Anchorage, AK. It has offices in five locations and a total of 11 financial advisors. It oversees $282 million in assets under management among its 428 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 428 client accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees charged by Arbor Capital Management Inc can be comprised of any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Cedar Park, TX

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Arbor Capital Management Inc Brokerage Details

Total Assets Under Management

$281,824,396

TX Average: $1,258,801,692
Total Number of Employees

11

TX Average: 13
Total Number of Accounts

428

TX Average: 351
Average Account Size

$658,468

TX Average: $3,586,330

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Marc Nichols Work History

Marc has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Arbor Capital Management Inc

2019 - 2021 (2 years)

Td Ameritrade

2018 - 2019 (1 year)

Charles Schwab & Co., Inc

2015 - 2018 (3 years)

Charles Schwab & Co., Inc

2015 - 2018 (3 years)

Charles Schwab Bank

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bank Of America, N.A

2013 - 2014 (1 year)

The College Of New Jersey

2012 - 2014 (2 years)

Princeton Racquet Club

2012 - 2014 (2 years)

The College Of New Jersey

2005 - 2015 (10 years)

Princeton Racquet Club

*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 Marc 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 Arbor Capital Management Inc

Matthew Knell
Anchorage, AK
Ty Schommer
Anchorage, AK
Matthew Schechter
Anchorage, AK
Paul Hurley
Anchorage, AK
Kirby Houchin
Anchorage, AK
Joshua Church
Anchorage, AK
Marc Nichols
Cedar Park, TX
Matthew Kolesky
Anchorage, AK

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started