Brent Patrick Nicks
Investment adviser representative at Amb Wealth, LLC
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Amb Wealth, LLCOct 2023 to now
- Allen Mooney and Barnes Brokerage ServicesOct 2023 to now
- Allen Mooney and Barnes Investment AdvisorsOct 2023 to now
- Crux Capital Securities LLCSep 2025 to Feb 2026
- 4170 Securities LLCFeb 2024 to Feb 2026
- Lazear Capital Securities, LLCMay 2023 to Mar 2024
- Envestnet Securities, IncApr 2023 to Sep 2024
- Acervus Securities, Inc.Oct 2022 to Feb 2024
- Oyster Consulting, LLCMay 2022 to Feb 2026
- Mma Securities LLCMay 2022 to Jan 2026
- LPL Financial, LLCApr 2018 to Apr 2022
- Newedge Advisors, LLC (formerly: Gwm Advisors, LLC)Apr 2018 to Apr 2022
- Wunderlich Securities, Inc.Oct 2013 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (GA).
Amb Wealth, LLC
Legal name: Allen, Mooney & Barnes Investment Advisors, LLC
$1.1BAssets managed
920Clients
15Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4067773
- Firm CRD
- 113106