Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bare is an Investment Advisor Representative associated with Linscomb Wealth, Inc. Nicholas has been in the industry since January 2013 and holds the Series 65 license. Nicholas specializes in working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. The advisor’s firm, Linscomb Wealth, Inc., provides portfolio management services for individuals and businesses as well as financial planning services and educational seminars.
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.
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.
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TX
03/11/2021 - Present
Linscomb Wealth, Inc. (HOUSTON TX)
IA
Issued 07/07/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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