David Alexis Nicholas

World Equity Group, INC.

12 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

World Equity Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

3,109 clients

Average Client Portfolio

$276K average

Assets Under Management

$858.5M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

218 Roswell St Ne, Suite 200, Marietta, GA, 30060

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2020

Settled

Customer Dispute

March 2017

Settled

View Full SEC Report How to Read Disclosures

Other 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

July 2019 - Present · 6 yrs 7 mos

Nicholas Wealth Management

May 2016 - Present · 9 yrs 9 mos

Previous Registrations

Triumph Wealth Advisors, INC.

June 2013 - January 2022 · 8 yrs 7 mos

Taylor Capital Management INC.Broker

April 2013 - July 2019 · 6 yrs 3 mos

State Registrations11 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.