NH
Nicholas T. Houston
BDM INVESTMENTS
Kennesaw, GA 30144
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CRD#: 7610324
NH
Professional summary
Nicholas Timothy Houston is a registered financial advisor currently at BDM INVESTMENTS, INC. located in Kennesaw, Georgia.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nicholas has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Timothy Houston'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®
NoneExperience
Current
November 21, 2022 - Present
BDM INVESTMENTS, INC.
Office #1: 3620 Kennesaw North Ind. Pkwy Suite A, Kennesaw, GA 30144RIA
CRD#: 127170
Kennesaw, GA
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(11/21/2022)
Current Firm
BI
BDM INVESTMENTS, INC.
BDM INVESTMENTS, INC.
CRD#: 127170 / SEC#:
Georgia
Registered Investment Advisory firm - (9/10/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3620 Kennesaw North Ind. Pkwy Suite A, Kennesaw, GA 30144
Mailing Address
Phone number
(770) 424-9700
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 86 |
| AUM (Assets Under Management) | $ 36,265,239 |
Red Flags
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