Nicholas
Carlin
Carlin Wealth Management Group, LLC
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About this Advisor
Nicholas Carlin is a certified financial planner and chartered financial consultant based out of Austin, Texas. Carlin is currently employed by Carlin Wealth Management Group, LLC. The advisor has gained experience at Ameriprise Financial Services, Inc and Carlin Wealth Management Group, LLC. Carlin maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Carlin Wealth Management Group, LLC is a business operating out of Austin, TX. Carlin Wealth Management Group, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on which services the firm provides the client. Fees billed by Carlin Wealth Management Group, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carlin Wealth Management Group, LLC Brokerage Details
2
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicholas Carlin Work History
Nicholas has been registered as a financial advisor for 0 years.*
Carlin Wealth Management Group, LLC
Ameriprise Financial Services, Inc
*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 Nicholas Carlin 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 Carlin Wealth Management Group, LLC
Austin, TX
Austin, TX
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.
