Nicholas Gookin, financial advisor Dickinson TX

Nicholas Gookin

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Nicholas C. Gookin
Phone Number: 805-546-1000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,928
    MILLIONS
  • Total Number of Accounts
    5,116
    ACCOUNTS
  • Average Account Value
    $376,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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