NB
NB

Nicholas Bellamy

13 Years of Experience
Addison, TX
1 DisclosureBrokerSells Insurance

Nicholas Bellamy is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Addison, TX, with 13 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

15851 Dallas Parkway, Ste 1230, Addison, TX, 75001

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History

Regulatory History (1)
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Criminal
July 2005
Final Disposition
Other Business ActivitiesSells Insurance

Nicholas may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also coaches/manages youth sports, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
February 2014 - Present · 12 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
June 2012 - Present · 14 yrs 1 mo
State Registrations12 states
CACTFLILINMONCNVOKTNTXWA
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.