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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Gearhart is a financial advisor with Brighton Jones LLC. Nicholas has been in the financial industry since 2017 and has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Nicholas holds the Series 63, Series 65, Series 7, and SIE licenses. Nicholas has a background in finance and is a Certified Financial Planner. Nicholas is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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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AZ
09/19/2022 - Present
Brighton Jones LLC (Scottsdale AZ)
MN
03/23/2021 - 06/03/2022
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (MINNEAPOLIS MN)
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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