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Nathan Cody Nicholas

Pure Financial Advisors, LLC

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About Nathan Cody Nicholas

Nathan Cody Nicholas is a financial advisor at Pure Financial Advisors, LLC. Nathan has been a registered investment advisor since 2015. Nathan is also a Chartered Financial Analyst. Nathan has experience in both securities and investment advisory work. Nathan worked as a financial advisor at TD Ameritrade, Inc. from 2011 to 2015, and before that, Nathan worked for Berkeley Capital Securities, L.L.C. Nathan has the Series 63, Series 7 and SIE licenses. Nathan specializes in working with individuals and families and has experience in financial planning, pension consulting and educational seminars.

Firm Information

Nathan Nicholas is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

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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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.

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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Nathan Nicholas’s Registration & Firm History

CA

11/16/2015 - Present

Pure Financial Advisors, LLC (SAN DIEGO CA)

CA

09/21/2011 - 02/02/2015

TD AMERITRADE, INC. (SAN DIEGO CA)

CA

12/07/2010 - 07/18/2011

BERKELEY CAPITAL SECURITIES, L.L.C. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 01/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Cody Nicholas.
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