NS
NS

Nick Christopher Stockdale

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,590 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$400K
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Location

Charlotte, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nick is an insurance agent at Forthright Capital Partners, LLC, selling life insurance and fixed annuity products, taking about half of his time. Nick also owns RockBox Fitness, a boxing-based fitness franchise, dedicating a few hours per week.

Employment History
Current Registrations
Linden Thomas and Company Securities, LLCBroker
June 2025 - Present · 8 mos
Linden Thomas Advisory Services, LLC
June 2025 - Present · 8 mos
Previous Registrations
Forthright Capital Advisory
April 2025 - June 2025 · 2 mos
Linden Thomas and Company Securities, LLCBroker
February 2022 - February 2024 · 2 yrs
Linden Thomas Advisory Services, LLC
February 2022 - February 2024 · 2 yrs
Vanguard Advisers, INC.
December 2019 - August 2021 · 1 yr 8 mos
Vanguard Marketing CorporationBroker
March 2014 - August 2021 · 7 yrs 5 mos
Mutual of Omaha Investor Services, INC.Broker
November 2012 - March 2014 · 1 yr 4 mos
AXA Advisors, LLCBroker
March 2010 - July 2010 · 4 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.