Kevin
Nicholson

Riverfront Investment Group, LLC

CRD#2218915
Investment Advisor
in Richmond, VA

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About this Advisor

Kevin Nicholson is a financial advisor based in Richmond, Virginia, working with Riverfront Investment Group, LLC. Kevin has previously held positions at Riverfront Investment Group, LLC and Alps Distributors, Inc. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Kevin is part of Riverfront Investment Group, LLC, which operates out of Richmond, Virginia. The firm has 50 employees and manages assets totaling $751.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Riverfront Investment Group, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

1214 E. Cary St.
Richmond, VA 23219

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Riverfront Investment Group, LLC Brokerage Details

Total Assets Under Management

$751,084,541

VA Average: $1,835,309,194
Total Number of Employees

50

VA Average: 32
Total Number of Accounts

485

VA Average: 1,458
Average Account Size

$1,548,628

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Kevin Nicholson Work History

2022 - Present (3 years)

Riverfront Investment Group, LLC

2010 - Present (15 years)

Alps Distributors, Inc

2021 - 2022 (1 year)

Riverfront Investment Grouip, LLC

2020 - 2021 (1 year)

Riverfront Investment Group, LLC

2016 - 2020 (4 years)

Riverfront Investment Group, LLC

2015 - 2016 (1 year)

Riverfront Investment Group, LLC

2012 - 2015 (3 years)

Riverfront Investment Group, LLC

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Disclosures

Please visit the SEC profile of Kevin Nicholson 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 Riverfront Investment Group, LLC

Diego Marti Vertiz
Richmond, VA
Taylor Bryan
Richmond, VA
Jackson Tavenner
Richmond, VA
David Forrest
Richmond, VA
Robert Elliott
Richmond, VA
Charlotte Legrand
Richmond, VA
Bradford Wear
Richmond, VA
Adam Grossman
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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