James Curry Nicholson
Investment adviser representative at Magnate Advisory Services, LLC
18 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$314.1MFirm assets
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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
- Seminars and workshops
Experience
18 years in the industry.
- Magnate Advisory Services, LLCJul 2016 to now
- Silver Oak Securities IncMar 2016 to now
- Capital Wealth Management LLCFeb 2016 to now
- Magnate Wealth Management LLCFeb 2016 to now
- Nicholson Financial, LLCNov 2008 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, TN, TX).
Magnate Advisory Services, LLC
$314.1MAssets managed
1,576Clients
7Advisers
6 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
- 5313260
- Firm CRD
- 283056