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Aaron William Gaines

Nicholas Wealth Management

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About Aaron William Gaines

Aaron Gaines is an investment advisor representative and financial advisor with Nicholas Wealth Management, a firm based in Marietta, Georgia. Aaron Gaines is registered to provide financial advice in Georgia, and has been in the industry since 2016. Aaron Gaines holds the Series 66, Series 7, and SIE licenses. Prior to joining Nicholas Wealth Management, Aaron Gaines worked at Edward Jones, a large brokerage firm based in St Louis, Missouri.

Firm Information

Aaron Gaines is currently registered with Nicholas Wealth Management. Nicholas Wealth Management is a financial advisory firm located in Marietta, GA. Founded in 2009, the firm provides comprehensive financial planning and investment management services to individuals, families, and institutions. They offer portfolio management, retirement planning, and educational seminars. Nicholas Wealth Management manages over $203 million in assets and serves over 1,473 clients. They are a registered investment advisor with the SEC and are also a member of the Financial Industry Regulatory Authority (FINRA).
Nicholas Wealth Management

218 ROSWELL ST NE

MARIETTA, GA 30060

$203.06M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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radio/podcasts

Radio/podcasts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminar fees charged per seminar. selection of tpmm

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Aaron Gaines’s Registration & Firm History

GA

07/25/2019 - Present

Nicholas Wealth Management (MARIETTA GA)

GA

05/04/2016 - 03/26/2019

EDWARD JONES (Marietta GA)

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Licenses & Designations

BOTH

Issued 06/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron William Gaines.
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