Nicholas GookinCRD Number: 6871985
Current Firm: Wealthsource®
Nicholas Gookin (CRD# 6871985) is an Investment Advisor Representative working at Wealthsource® in Dickinson, TX and has over 5 years of experience in the finance industry.
The Goff Financial Group
Nxt:gen Financial Planning
Worthwise Financial Partners
|Wealthsource Partners, LLC||Dickinson, TX||Dec 2020 - Current||2|
|Wealthsource Partners, LLC||Galveston, TX||Jun 2019 - Dec 2020||1|
|Wealthsource Partners, LLC||Grand Junction, CO||Jun 2019 - Jul 2019||< 1|
|Gelu Italian Ice, LLC||Grand Junction, CO||May 2016 - Jul 2019||3|
|Wealthsource Partners, LLC||Grand Junction, CO||Nov 2017 - Jun 2019||1|
|Retirement Outfitters, LLC||Grand Junction, CO||Jul 2017 - Jun 2019||1|
|Colorado Mesa University||Grand Junction, CO||Aug 2014 - Dec 2017||3|
|Caribbean Surf Company||St. Thomas, VI||Sep 2015 - May 2016||< 1|
|Gelu Italian Ice, LLC||Grand Junction, CO||May 2015 - Aug 2015||< 1|
|Gelu Italian Ice, LLC||Grand Junction, CO||Aug 2013 - May 2015||1|
|Teltech Communications, LLC||Grand Junction, CO||May 2012 - Mar 2015||2|
|Mesa County Valley School District||Grand Junction, CO||Oct 2007 - Jun 2014||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management1,928MILLIONS
Total Number of Accounts5,116ACCOUNTS
Average Account Value$376,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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