Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Campbell is a financial advisor with Mercer Global Advisors Inc. located in Atlanta, Georgia. Nicholas has been in the financial services industry since 2002. Nicholas is a Certified Financial Planner™ and a Personal Financial Specialist. Nicholas has a Series 7, Series 66 and SIE license and is registered with the state of Georgia. Nicholas is also a managing member of Fairhope Property Investors, LLC, a real estate investment company. Nicholas provides a variety of services including financial planning, portfolio management for individuals and businesses, trust services, estate planning, tax return preparation, and consultation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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GA
08/25/2023 - Present
Mercer Global Advisors Inc. (Atlanta GA)
GA
09/28/2016 - 01/22/2018
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
10/07/2014 - 07/11/2016
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
CA
11/02/2004 - 11/17/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
09/13/2002 - 07/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/13/2002 - 07/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/26/2002 - 09/04/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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