Charles Thomas Nicholson
Investment adviser representative at Innovative Advisory Partners, LLC
12 yearsExperience
1 stateRegistered in
$352.1MFirm assets
12 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Innovative Advisory Partners, LLCJun 2026 to now
- Franklin Wealth ManagementFeb 2026 to now
- Southern Automotive MarketingMay 2025 to Dec 2025
- First Horizon BankJun 2024 to Aug 2024
- Chattanooga NjtlAug 2022 to May 2025
- The University of Tennessee At ChattanoogaAug 2021 to May 2025
- St. Ignatius College PreparatoryAug 2017 to Jun 2021
- Junior High SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
Innovative Advisory Partners, LLC
$352.1MAssets managed
443Clients
6Advisers
12 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
- 8300629
- Firm CRD
- 156135