Nikita
Potapov Filin
Fluent Financial, LLC
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About this Advisor
Nikita Potapov Filin is a financial advisor based in Dallas, Texas, working with Fluent Financial, LLC. Nikita has previously held positions at Fluent Financial, The Blvd Group, Southern Methodist University, Cfa Institute/Student, The University Of Texas At Austin/Student, Noble Energy, Belstone Capital, Ecomosaico, Iale International School, Itf Tennis/Player, and Private Client Services. Nikita has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nikita is part of Fluent Financial, LLC, which operates out of Dallas, Texas. The firm has 9 employees and manages assets totaling $287.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fluent Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fluent Financial, LLC Brokerage Details
$287,799,934
9
1,116
$257,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Nikita Potapov Filin Work History
Fluent Financial
Private Client Services
The Blvd Group
Southern Methodist University
Cfa Institute/Student
The University Of Texas At Austin/Student
Noble Energy
The University Of Texas At Austin/Student
Belstone Capital
The University Of Texas At Austin/Student
Ecomosaico
The University Of Texas At Austin/Student
Iale International School
Itf Tennis/Player
Iale International School
Itf Tennis/Player
Disclosures
Please visit the SEC profile of Nikita Potapov Filin 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 Fluent Financial, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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