Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Irwin is an Investment Advisor Representative with Avantax Advisory Services. Nicholas has over 10 years of experience in the financial services industry and specializes in providing financial planning, investment management, tax planning, retirement planning, and estate planning services. Nicholas is committed to helping his clients achieve their financial goals through personalized and comprehensive financial solutions.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/25/2024 - Present
Avantax Advisory Services (Giddings TX)
TX
06/13/2020 - 03/28/2024
EDWARD JONES (LOCKHART TX)
TX
08/04/2015 - 04/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KYLE TX)
TX
09/19/2013 - 07/01/2015
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
TX
01/25/2012 - 09/05/2013
EDWARD JONES (AUSTIN TX)
BOTH
Issued 07/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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