Nick
Stockdale
Linden Thomas Advisory Services, LLC
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About this Advisor
Nick Stockdale is a financial advisor based in Charlotte, North Carolina with 1 year of relevant experience. Stockdale is on the advisory team at Linden Thomas Advisory Services, LLC. Their career trajectory has included roles at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, The Vanguard Group, Inc, Adhesion Wealth, Linden Thomas And Company Securities, LLC and Linden Thomas Advisory Services, LLC. Stockdale holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in North Carolina. Linden Thomas Advisory Services, LLC is a financial advisory company operating out of Charlotte, NC. It controls $1 billion in assets among its 6,096 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 6,096 accounts, 66% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Linden Thomas Advisory Services, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually are based on which service is provided. However, fee types billed by Linden Thomas Advisory Services, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Linden Thomas Advisory Services, LLC Brokerage Details
$1,139,212,272
11
6,096
$186,879
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nick Stockdale Work History
Nick has been registered as a financial advisor for 1 years.*
Linden Thomas And Company Securities, LLC
Linden Thomas Advisory Services, LLC
Adhesion Wealth
The Vanguard Group, Inc
Mutual Of Omaha Investor Services, Inc
Mutual Of Omaha
*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 Nick Stockdale 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 Linden Thomas Advisory Services, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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