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Christopher George Nichols

Destiny Wealth Partners, LLC

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About Christopher George Nichols

Christopher Nichols is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Destiny Wealth Partners, LLC and has been with the firm since 2023. Previously, Christopher was with CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, NFP SECURITIES, INC., and JEFFERSON PILOT SECURITIES CORPORATION. Christopher specializes in portfolio management for individuals, high net worth individuals, and pooled investment vehicles. Christopher offers various financial planning services, including retirement planning, college savings, and estate planning. Christopher is also licensed to sell fixed insurance and life settlements.

Firm Information

Christopher Nichols is currently registered with Destiny Wealth Partners, LLC. Destiny Wealth Partners, LLC is an investment advisory firm located in Tavares, Florida. The firm provides financial planning, pension consulting, and portfolio management for individuals, families, and businesses. They have approximately $996,817,259 in regulatory assets under management and manage assets for high-net-worth individuals and individuals other than high-net-worth. They also offer wrap fee program participation.
Destiny Wealth Partners, LLC

2100 LAKE EUSTIS DR.

TAVARES, FL 32778

$996.82M

Assets Under Management

26

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Flat fee

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Christopher Nichols’s Registration & Firm History

FL

01/17/2023 - Present

Destiny Wealth Partners, LLC (Boca Raton FL)

FL

01/17/2017 - 05/08/2019

CETERA ADVISOR NETWORKS LLC (DEERFIELD BEACH FL)

FL

06/02/2014 - 01/19/2017

LPL FINANCIAL LLC (DEERFIELD BEACH FL)

FL

03/17/2008 - 06/03/2014

NFP SECURITIES, INC. (DEERFIELD BEACH FL)

FL

12/04/2002 - 03/31/2008

JEFFERSON PILOT SECURITIES CORPORATION (BOCA RATON FL)

NY

11/29/2001 - 12/05/2002

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

WI

11/10/1999 - 12/04/2001

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

IN

08/28/2001 - 11/13/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/28/2001 - 11/13/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

WI

08/20/1999 - 09/12/2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 06/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2001

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher George Nichols.
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