NM
CFP
NM
CFP

Nicholas Manson

14 Years of Experience
Orlando, FL
BrokerSells Insurance

Nicholas Manson is a CFP-designated registered investment advisor, based in Orlando, FL, with 14 years of industry experience.

Location

800 N. Magnolia Ave, Ste 1825, Orlando, FL, 32803

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Nicholas is a director at KB Manson Real Estate, a family business, dedicating minimal time. He also works at MPC Wealth as an RIA DBA, taking up nearly all of his time, and sells non-variable insurance products, spending a few hours per week. Nicholas is also a board member for Seminole County Industrial Development Authority, spending minimal time, and a consultant for FORTIV, dedicating about three-quarters of his time.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
LPL Financial LLC
August 2014 - September 2014 · 1 mo
LPL Financial LLCBroker
May 2013 - May 2019 · 6 yrs
Thrivent Investment Management INC.
June 2011 - May 2013 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
June 2011 - May 2013 · 1 yr 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Nicholas Manson - Financial Advisor | TrueAdvisor