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Nicholas Michael Bare

Linscomb Wealth, Inc.

Houston, TX

Atlanta, GA

CRD 7075897

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Employer firm

Linscomb Wealth, Inc. CRD 106779

$5.21B regulatory AUM 183 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Linscomb Wealth, Inc.

1333 West Loop South Suite 1500, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-20
TX RA APPROVED 2021-03-11
  • GA RA
    APPROVED
    Since 2023-11-20
  • TX RA
    APPROVED
    Since 2021-03-11

Branch Locations

1333 West Loop South Suite 1500, Houston, TX 77027 • United States

2727 Paces Ferry Road Se Building Two, Suite 1475, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Linscomb And Williams Inc. Houston TX 01/2019 Present
Blue Ridge Technologies Marietta GA 01/2013 12/2018
  • 01/2019 → Present
    Linscomb And Williams Inc.
    Houston, TX
  • 01/2013 → 12/2018
    Blue Ridge Technologies
    Marietta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-07
  • S65 Uniform Investment Adviser Law Examination
    2019-07-07
Designations
  • Certified Financial Planner
Other Names
  • Nick Bare

View on SEC IAPD

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CRYSTAL ALLISON MCKEON
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