Nicole L. Wright

FINANCIAL DISCOVERY

Atlanta, GA 30338

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CRD#: 6094950

Professional summary

Nicole Lindquist Wright, CFP®, who also goes by Nicole Andrea Lindquist, is a registered financial advisor currently at FINANCIAL DISCOVERY located in Atlanta, Georgia.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nicole has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicole Andrea Lindquist

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Lindquist Wright's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

February 14, 2025 - Present

FINANCIAL DISCOVERY

Office #1: 200 Ashford Center North Suite 400, Atlanta, GA 30338

RIA

CRD#: 125383

Atlanta, GA

Past

July 30, 2012 - June 3, 2024

FINANCIAL DISCOVERY

RIA

CRD#: 125383

ATLANTA, GA

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".

FINANCIAL DISCOVERY

FINANCIAL DISCOVERY | THE FINANCIAL DISCOVERY GROUP,INC.

CRD#: 125383 / SEC#: 801-129977

RIA

Registered Investment Advisory firm - (4/23/2024 Approved)

Georgia

Registered Investment Advisory firm - (6/3/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(2/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FINANCIAL DISCOVERY

FINANCIAL DISCOVERY | THE FINANCIAL DISCOVERY GROUP,INC.

CRD#: 125383 / SEC#: 801-129977

RIA

Registered Investment Advisory firm - (4/23/2024 Approved)

Georgia

Registered Investment Advisory firm - (6/3/2024 Terminated)

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Contact information

Main Address

200 Ashford Center North Suite 130, Atlanta, GA 30338

Mailing Address

Phone number

(404) 816-0160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II (3/21/2025)

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 105,532,631

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicole L. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Lindquist Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL DISCOVERY

FINANCIAL DISCOVERY

Primary Firm SEC Registration

FINANCIAL DISCOVERY

State Registrations and Notice Filings

Exams

Current Firm

FINANCIAL DISCOVERY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL DISCOVERY

TRUST BUT VERIFY

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