Kevin
Nicholson

Riverfront Investment Group, LLC

CRD#2218915
Investment Advisor
in Richmond, VA

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About this Advisor

Kevin Nicholson is a chartered financial analyst operating out of Richmond, Virginia who has 13 years of industry experience. Nicholson is on the advisory team at Riverfront Investment Group, LLC. During their career, Nicholson has held roles at Riverfront Investment Group, LLC, Alps Distributors, Inc and Riverfront Investment Grouip, LLC. Nicholson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Riverfront Investment Group, LLC is a business operating out of Richmond, VA. It oversees $796 million in assets under management among its 677 customer accounts, placing it among the larger firms in the nation by assets under management. The firm advises four charitable organizations. Riverfront Investment Group, LLC provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and other services. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Riverfront Investment Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

13 years

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

$795,595,142

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

52

VA Average: 32
Total Number of Accounts

677

VA Average: 1,458
Average Account Size

$1,175,177

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

Kevin has been registered as a financial advisor for 13 years.*

2022 - Present (2 years)

Riverfront Investment Group, LLC

2010 - Present (14 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

*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 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

Charlotte Legrand
Richmond, VA
Bradford Wear
Richmond, VA
Victoria O'Shea
Richmond, VA
Hunter Gallalee
Richmond, VA
William Hays
Richmond, VA
David Forrest
Richmond, VA
Bradford Williams
Richmond, VA
Daniel Zolet
Richmond, VA

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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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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