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About this Advisor
Nicholas Beare is an investment advisor who works out of Dallas, Texas. Currently an advisor with Stephens, they have accrued 13 years of professional experience in the financial advisory industry. Beare maintains a Series 63 license, designating them as a securities representative. Beare can advise customers in Texas. Beare has spent their whole career at Stephens. Stephens is headquartered in Dallas, Texas, and operates out of 23 locations across the country. In total, Stephens manages $10 billion in assets across 24,447 accounts and retains more than 692 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 11,975 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Stephens can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Stephens Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nicholas Beare Work History
Nicholas has 13 years of experience.
Nicholas Beare has no disclosures.
Please visit their SEC profile for more details.