Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Adam Bour

Redwood Private Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Adam Bour

Nicholas Adam Bour is an investment advisor representative with Redwood Private Wealth. Nicholas has been working in the financial industry since 2002. Nicholas holds the Series 6, 7, and 63 securities licenses and the Series 65 investment advisor license. Nicholas has been registered with the Securities and Exchange Commission (SEC) as an investment advisor representative since 2015. Before joining Redwood Private Wealth, Nicholas worked at several other firms, including FSC Securities Corporation, Corecap Investments, Inc., The Leaders Group, Inc., The Huntington Investment Company, Allstate Financial Services, LLC, NYLIFE Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Signator Investors, Inc. Nicholas provides financial planning, pension consulting, educational seminars, and selection of other advisers.

Firm Information

Nicholas Bour is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Bour’s Registration & Firm History

AZ

01/06/2024 - Present

Redwood Private Wealth (PHOENIX AZ)

MI

08/22/2018 - 11/09/2018

FSC SECURITIES CORPORATION (Bloomfield Hills MI)

MI

10/28/2017 - 08/22/2018

CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)

CO

04/26/2016 - 10/27/2017

THE LEADERS GROUP, INC. (LITTLETON CO)

MI

12/10/2014 - 04/27/2016

THE HUNTINGTON INVESTMENT COMPANY (CORUNNA MI)

MI

07/09/2013 - 12/03/2014

ALLSTATE FINANCIAL SERVICES, LLC (WATERFORD MI)

MI

01/31/2012 - 07/08/2013

NYLIFE SECURITIES LLC (SOUTHFIELD MI)

MI

04/23/2004 - 01/09/2012

METLIFE SECURITIES INC. (TROY MI)

MI

04/23/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (TROY MI)

MA

11/04/2002 - 05/04/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

Not sure if Nicholas Adam Bour is right for you?

Licenses & Designations

IA

Issued 04/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2008

Series 7 - General Securities Representative Examination

BC

Issued 11/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Adam Bour.
Not sure if Nicholas Adam Bour is right for you?