Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bowman? Claim Your ProfileBowman James Nicholson is a financial advisor registered with the state of North Carolina. Nicholson has been in the industry since May 2012, and is currently registered with Capital Investment Advisory Services, LLC. Nicholson has Series 7, Series 66, and SIE licenses. Nicholson also holds the designation of Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
05/05/2016 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NC
05/28/2012 - 05/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DURHAM NC)
BOTH
Issued 07/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bowman Nicholson is the right advisor for you? Invested Better is here to help.
