David Nicholas
David Nicholas is a registered investment advisor at World Equity Group, INC., based in Marietta, GA, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2020Customer Dispute
March 2017Other Business ActivitiesSells Insurance
David owns and operates several businesses, including Nicholas Wealth Management, BluePath Capital Management, and AnnuityUSA, which focuses on retirement planning, investment advisory services, and insurance solutions like fixed annuities and life insurance. He also works as a registered representative with World Equity Group and owns Nicholas and Company LLC, Nicholas Holdings LLC, Nicholas Leasing LLC, and American Advisor Marketing.
Employment History
Current Registrations
World Equity Group, INC.Broker
Nicholas Wealth Management
Previous Registrations
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.