![Nickolas Parker, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
Nickolas Parker (CRD# 6894513) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 4 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
![John Cravens, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
![Mark Patton, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Sagespring Wealth Partners | Frisco, TX | Nov 2022 - Current | 1 |
Biggs Wealth Team | Frisco, TX | May 2022 - Current | 2 |
Southwestern Investment Group | Frisco, TX | Jul 2021 - Current | 2 |
Omar Tennis Academy | Frisco, TX | Aug 2019 - Current | 4 |
Raymond James Financial Services, Inc. | Frisco, TX | Apr 2019 - Current | 5 |
Southwestern Investment Advisory Services | Franklin, TN | Apr 2019 - Current | 5 |
Milburn Success Center | Shawnee, OK | Aug 2017 - Current | 6 |
Omar Tennis Academy | Frisco, TX | Aug 2019 - Feb 2020 | < 1 |
Raymond James Financial Services, Inc. | Frisco, TX | Jan 2019 - Apr 2019 | < 1 |
Ptla Real Estate | Walnut Creek, CA | May 2018 - Aug 2018 | < 1 |
Unemployed | Frisco, TX | May 2017 - Aug 2017 | < 1 |
Oklahoma Baptist University | Shawnee, OK | Aug 2016 - May 2017 | < 1 |
Crest Nissan | Frisco, TX | May 2016 - Aug 2016 | < 1 |
Oklahoma Baptist University | Shawnee, OK | Jun 2015 - May 2016 | < 1 |
Mckinney North High School | Mckinney, TX | Aug 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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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