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Nicholas Evan Welker

Liberty Capital Investment Corp.

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About Nicholas Evan Welker

Nicholas Welker is a registered representative with Liberty Capital Investment Corp. Nicholas is a Series 66 and Series 7TO licensed advisor with the firm. Nicholas has been in the industry since 2024 and has a background in finance and business. He is passionate about helping clients achieve their financial goals.

Firm Information

Nicholas Welker is currently registered with Liberty Capital Investment Corp.. Liberty Capital Investment Corp., founded in 1989, is a registered investment advisor headquartered in Arizona. The firm provides portfolio management for individuals and manages approximately $78.07 million in assets. The firm holds registrations in 13 states and is registered with the Securities and Exchange Commission.

$78.07M

Assets Under Management

Not reported

Total Clients

7

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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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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percentage of assets

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

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Nicholas Welker’s Registration & Firm History

OR

09/05/2024 - Present

Liberty Capital Investment Corp. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 08/26/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Evan Welker.
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