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WN

Wilson K. Nichols

ARGENT WEALTH | Financial Advisor
Ridgeland, MS 39157
Some features on this profile are disabled
CRD#: 7472892
WN

Professional summary

Wilson Keith Nichols is a registered financial advisor currently at ARGENT WEALTH, LLC located in Ridgeland, Mississippi.

Wilson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Wilson has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wilson Keith Nichols'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®
None

Experience

Current

March 12, 2024 - Present

ARGENT WEALTH, LLC

Office #1: 1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157
RIA
CRD#: 311685
Ridgeland, MS
Past

March 21, 2022 - February 8, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
RIDGELAND, MS
Past

February 14, 2022 - February 8, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
RIDGELAND, MS

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".
AW
ARGENT WEALTH, LLC
ARGENT WEALTH, LLC | PINNACLE WEALTH, LLC

CRD#: 311685 / SEC#: 801-120152

RIA
Registered Investment Advisory firm - (1/14/2021 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
Mississippi
(3/12/2024)
IAR
Texas
(3/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/21/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/14/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/24/2021
Securities Industry Essentials Examination

Current Firm

AW
ARGENT WEALTH, LLC
ARGENT WEALTH, LLC | PINNACLE WEALTH, LLC

CRD#: 311685 / SEC#: 801-120152

RIA
Registered Investment Advisory firm - (1/14/2021 Approved)
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Contact information

Main Address
1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157
Mailing Address
Phone number
(601) 957-0323
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts787
AUM (Assets Under Management)$ 439,274,235

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.

Company Information

ARGENT WEALTH, LLC

Financial AdvisorCRD#: 311685Ridgeland, MS 39157

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