Advisor at Mission Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mission Financial Group, LLC
Location
Las Vegas, NV 89101
Credentials
Series 66
Industry experience
18 years
Nicholas Abbott is a financial advisor at Mission Financial Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Allied Advisory Services, and Cetera Advisors LLC. Abbott is also a managing member of Nicholas Abbott LLC, a business entity created for tax and investment purposes. Mission Financial Group provides investment advisory and planning services primarily to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm emphasizes individualized portfolio construction and ongoing monitoring using a variety of analysis techniques and offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting.
Based on Mission Financial Group, LLC
Based on Mission Financial Group, LLC
Financial Planning & Consulting flat fees range from $2,000 to $5,000; minimum fee generally $2,000.
Account minimum: $250,000 (negotiable and can be waived at firm's discretion)
732 S. 6 Th St., #4119
Las Vegas, NV 89101
Hawaii · Nevada
Independent Financial Group LLC
2023 - Present (3 years)
Cetera Advisors LLC
2022 - 2023 (1 year)
Mission Financial Group LLC
2021 - Present (5 years)
First Allied Advisory Services
2020 - 2022 (2 years)
First Allied Securities, INC
2018 - 2022 (4 years)
First Allied Advisory Services, Inc
2018 - 2020 (2 years)
Edward Jones
2007 - 2023 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Las Vegas, NV
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Series 65
Las Vegas, NV
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Series 65
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Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
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