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Steven Thomas Nuckols

Wealth Compass Financial, Inc.

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About Steven Thomas Nuckols

Steven Nuckols is an Investment Advisor Representative with Wealth Compass Financial, Inc. Steven is licensed to provide investment advisory services in California and Georgia. Steven holds the Series 65 license and has been in the industry since May 2014. Steven has a strong background in financial planning and portfolio management for individuals and businesses. Steven Nuckols also provides selection of other advisers for his clients.

Firm Information

Steven Nuckols is currently registered with Wealth Compass Financial, Inc.. Wealth Compass Financial, Inc. is an independent investment advisory firm with 2 licensed agents and investment advisor representatives. They manage over $66 million in assets for 389 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning, portfolio management for individuals, and selection of other advisors.

$66.85M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Steven Nuckols’s Registration & Firm History

CA

03/22/2021 - Present

Wealth Compass Financial, Inc. (CARLSBAD CA)

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Licenses & Designations

IA

Issued 07/16/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Thomas Nuckols.
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