NV
Nicholas Ventura
from Ventura Wealth Management
Nicholas Ventura is a financial advisor based in Pennsylvania, Yardley,
with 44 years of experience. Nicholas currently works for
Ventura Wealth Management.
Nicholas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Nicholas Ventura works at Ventura Wealth Management
Ventura Wealth Management is a financial advisory firm based in Yardley, Pennsylvania. It currently has approximately $434,184,225 of assets under management and employs about 9 people. Ventura Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
820 Township Line Road, Suite 100, Yardley, Pennsylvania, 19067
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