Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Lombardozzi is an Investment Advisor Representative at Kingdom Wealth Advisers, located in Scottsdale, Arizona. Nicholas holds a Series 65 license. The firm has been registered with the SEC since January 1, 2024. Nicholas has been in the industry since May 2017. Nicholas provides financial planning and portfolio management for individuals. The firm manages approximately $23,979,969 in assets for 202 clients. The firm's client base includes high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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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AZ
01/01/2024 - Present
Kingdom Wealth Advisers (SCOTTSDALE AZ)
IA
Issued 09/04/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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