Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Taggart is a financial advisor with over 20 years of experience in the industry. Nicholas is currently registered as a Registered Representative with ACR Alpine Capital Research, LLC, a firm that provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Prior to joining ACR Alpine Capital Research, LLC, Nicholas worked at Cetera Advisors LLC and Pacific West Securities, Inc. Nicholas is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Investment advisory to uma models
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OR
11/09/2017 - Present
ACR Alpine Capital Research, LLC (CANBY OR)
OR
02/28/2012 - 10/18/2017
CETERA ADVISORS LLC (PORTLAND OR)
OR
08/05/2005 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
MO
11/12/2003 - 08/10/2005
EDWARD JONES (ST. LOUIS MO)
GA
03/12/2001 - 06/21/2001
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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