Nicholas R. Camp
BROOKSTONE WEALTH ADVISORS
CANONSBURG, PA 15317
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CRD#: 2004769
Professional summary
Nicholas Ralph Camp, CFP® is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Canonsburg, Pennsylvania.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Nicholas has worked at 5 firms and has passed the Series 63, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NRC WEALTH STRATEGIES, INC.; INVESTMENT RELATED; 6000 TOWN CENTER BOULEVARD, SUITE 158, CANONSBURG, PA 15317; INVESTMENT ADVISORY AND INSURANCE SALES; OWNER; STARTED 01/2015; 30 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER THE SALE OF INSURANCE PRODUCTS AND OFFER INVESTMENT ADVISORY SERVICES.
NICHOLAS R CAMP, CPA/PFS, CFP; NON INVESTMENT RELATED; 6000 TOWN CENTER BOULEVARD, SUITE 158, CANONSBURG, PA 15317; TAX PLANNING AND PREPARATION; OWNER; STARTED 01/1990; 35 HOURS/MONTH DEVOTED; 20 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS.
AMERICAN RETIREMENT INSTITUTE; INVESTMENT RELATED; 2615 GEORGE BUSBEE PARKWAY, SUITE 11, KENNESAW, GA 30144; EDUCATOR; TEACHER; STARTED 05/2019; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; EDUCATE RETIREES AND PRE-RETIREES ON INVESTMENT ADVISORY AND INSURANCE PRODUCTS.
RETIREMENT ARCHITECTURE; INVESTMENT RELATED; 278 MILL STREET, 5TH FL, POUGHKEEPSIE, NY 12601; LEAD GENERATION; AGENT; STARTED 06/2020; 15 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; LEAD GENERATION FOR INVESTMENT ADVISORY CLIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Ralph Camp's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
April 2, 2019 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 6000 Town Center Boulevard, Suite 158 Po Box 1340, Canonsburg, PA 15317Office #2: 101 Bradford Road Suite 310, Wexford, PA 15090RIA
CRD#: 137658
CANONSBURG, PA
Past
September 25, 2015 - March 28, 2019
CORECAP ADVISORS
RIA
CRD#: 158819
Canonsburg, PA
Past
April 7, 2014 - September 25, 2015
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
MONACA, PA
Past
April 8, 1997 - November 7, 2002
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
MONACA, PA
Past
December 13, 1989 - October 8, 2002
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/2/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (52 States and Territories)
Documents
Red Flags
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