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Nicholas Paul Abbott

Investment adviser representative at Mission Financial Group, LLC
19 yearsExperience
2 statesRegistered in
$310.9MFirm assets
5 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 assetsHourlyFixed 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

19 years in the industry.

  1. Independent Financial Group LLCJul 2023 to now
  2. Mission Financial Group, LLCJan 2021 to now
  3. Cetera Advisors LLCSep 2022 to Jul 2023
  4. First Allied Advisory Services, IncAug 2018 to Sep 2022
  5. First Allied Securities, IncAug 2018 to Sep 2022
  6. Edward JonesDec 2007 to Jul 2023

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (HI, NV).

Mission Financial Group, LLC

$310.9MAssets managed
376Clients
6Advisers
5 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
4818301
Firm CRD
311876
Advisor's SEC record (opens in a new tab)
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