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Nicholas Charles chung Craven

Montgomery Financial

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About Nicholas Charles chung Craven

Nicholas Craven is a financial advisor working with Montgomery Financial. Nicholas is licensed to provide financial advice in Delaware and Maryland. Nicholas is also an insurance agent licensed through MFS Wealth LLC. Nicholas has been in the industry since 2015. Nicholas specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. The firm, Montgomery Financial, provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Nicholas Craven is currently registered with Montgomery Financial. Montgomery Financial, based in OCEAN CITY, MD, is an investment advisor with over $167 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Their team of 4 investment advisor representatives serves clients in Maryland, Virginia, and Delaware.
Montgomery Financial

11718 OCEAN GATEWAY

OCEAN CITY, MD 21842

$167.01M

Assets Under Management

Not reported

Total Clients

3

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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other

Co-advisor fees

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Nicholas Craven’s Registration & Firm History

MD

11/16/2016 - Present

Montgomery Financial (OCEAN CITY MD)

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Licenses & Designations

IA

Issued 11/09/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Charles chung Craven.
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