Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hodgkins is a financial advisor at Captrust. Nicholas has been in the industry since 2019. Nicholas holds the Series 66 license and has earned the Certified Financial Planner designation. Nicholas's areas of expertise include retirement planning, investment management, and financial planning. Nicholas is registered in South Carolina and has specializations in providing financial advice to individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and state or municipal government entities.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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SC
09/23/2024 - Present
Captrust (Greenville SC)
Active
Inactive
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