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Nicholas Paul Abbott

Mission Financial Group, LLC

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About Nicholas Paul Abbott

Nicholas Abbott is an investment advisor representative registered with Mission Financial Group, LLC. Nicholas has been in the industry since January 24, 2008 and holds the Series 66, Series 7, and SIE exams. Nicholas currently works out of the Honolulu, Hawaii office of Mission Financial Group, LLC. Previous to working with Mission Financial Group, LLC, Nicholas Abbott worked with CETERA ADVISORS LLC and FIRST ALLIED SECURITIES, INC. Nicholas Abbott specializes in Financial Planning, Pension Consulting, and Portfolio Management.

Firm Information

Nicholas Abbott is currently registered with Mission Financial Group, LLC. Mission Financial Group, LLC is a financial advisory firm headquartered in Honolulu, Hawaii. They offer financial planning, pension consulting, and portfolio management services for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. They manage approximately $232,821,170 in assets under management, with a focus on discretionary management. They are registered with the SEC under the Investment Advisers Act of 1940.
Mission Financial Group, LLC

1240 ALA MOANA BLVD

HONOLULU, HI 96814

$232.82M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Nicholas Abbott’s Registration & Firm History

HI

01/19/2021 - Present

Mission Financial Group, LLC (HONOLULU HI)

HI

09/08/2022 - 07/14/2023

CETERA ADVISORS LLC (AIEA HI)

HI

08/03/2018 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (HONOLULU HI)

HI

01/25/2008 - 08/09/2018

EDWARD JONES (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 02/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Paul Abbott.
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