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Brooks Russell Nichols

Lifeplan Group

Raleigh, NC

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Current Employers
Lifeplan Group

7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-29
  • NC RA
    APPROVED
    Since 2026-01-29

Branch Locations

7201 Creedmoor Rd. Suite 147, Raleigh, NC 27613 • 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
Fidelity Investments Durham NC 07/2022 03/2025
Falls Of Neuse Management Raleigh NC 11/2021 07/2022
Fred Smith Construction Raleigh NC 04/2021 09/2021
Martin Marietta Raleigh NC 01/2020 04/2021
State Employees Credit Union Raleigh NC 06/2018 01/2021
University Of North Carolina - Wilmington Wilmington NC 08/2017 06/2018
Seaside Linen And Rentals Wilmington NC 05/2016 08/2017
Strategic Advisers Llc Boston MA 03/2025 08/2025
Lifeplan Group Raleigh NC 08/2025 Present
  • 07/2022 → 03/2025
    Fidelity Investments
    Durham, NC
  • 11/2021 → 07/2022
    Falls Of Neuse Management
    Raleigh, NC
  • 04/2021 → 09/2021
    Fred Smith Construction
    Raleigh, NC
  • 01/2020 → 04/2021
    Martin Marietta
    Raleigh, NC
  • 06/2018 → 01/2021
    State Employees Credit Union
    Raleigh, NC
  • 08/2017 → 06/2018
    University Of North Carolina - Wilmington
    Wilmington, NC
  • 05/2016 → 08/2017
    Seaside Linen And Rentals
    Wilmington, NC
  • 03/2025 → 08/2025
    Strategic Advisers Llc
    Boston, MA
  • 08/2025 → Present
    Lifeplan Group
    Raleigh, NC
Previous Registrations
  • 2025-03-31 → 2025-08-15
    Strategic Advisers Llc
    Durham, NC
    Raleigh, NC
    Boston, MA
  • 2023-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2022-12-10
  • S66 Uniform Combined State Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2022-12-10
Designations
Other Names
  • Brooks Russell Nichols
  • Brooks Nichols

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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