Nickolas
Parker
Sagespring Wealth Partners
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About this Advisor
Nickolas Parker is a financial advisor based out of Frisco, Texas with 4 years of industry experience. Parker is an advisor for Sagespring Wealth Partners. Their career trajectory has included roles at Raymond James Financial Services, Inc, Milburn Success Center, Ptla Real Estate, Crest Nissan, Mckinney North High School, Oklahoma Baptist University, Southwestern Investment Advisory Services, Omar Tennis Academy, Southwestern Investment Group, Biggs Wealth Team and Sagespring Wealth Partners. Parker holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Sagespring Wealth Partners is a financial advisory company based out of Franklin, TN. The firm has offices in 13 locations and a total of 170 employees. It handles $4 billion in assets across its 27,053 accounts, making it one of the largest firms in the United States by assets under management. Of its 27,053 client accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Sagespring Wealth Partners provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees billed by Sagespring Wealth Partners most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$4,277,447,071
170
27,053
$158,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nickolas Parker Work History
Nickolas has been registered as a financial advisor for 4 years.*
Biggs Wealth Team
Sagespring Wealth Partners
Southwestern Investment Group
Raymond James Financial Services, Inc
Southwestern Investment Advisory Services
Omar Tennis Academy
Milburn Success Center
Raymond James Financial Services, Inc
Omar Tennis Academy
Ptla Real Estate
Crest Nissan
Oklahoma Baptist University
Oklahoma Baptist University
Mckinney North High School
*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 Nickolas Parker 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 Sagespring Wealth Partners
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Birmingham, AL
Omaha, NE
Birmingham, AL
Nashville, TN
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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