Bo Nicholson, CFP®, CRPC®

Financial Planner at Capital Investment Companies
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Contact Information
us****@****om
(386) 825-5501
Location
Raleigh, North Carolina, United States, US

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Credentials

  • CERTIFIED FINANCIAL PLANNER TM
    CFP Board
    Aug, 2016
    - Oct, 2024
  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Nov, 2013
    - Oct, 2024
  • Series 7, 66
    Financial Industry Regulatory Authority (FINRA)
    May, 2012
    - Oct, 2024
  • Life, Health, Long Term Care Insurance
    North Carolina Department of Insurance
    Mar, 2012
    - Oct, 2024
  • Dale Carnegie Course
    Dale Carnegie Training

Experience

  • Capital Investment Companies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • May 2016 - Present

      Our team at Financial Resource Management oversees the finances of high net worth individuals, families and business owners to deliver the full spectrum of financial planning and investment needs through a service-oriented, client-centric business model. We partner with other family professionals, including CPAs, Estate Attorneys, Mortgage Bankers, etc. to deepen breadth of the relationship. Partners Greg Hicks & Wanda Cooper. We service clients throughout the southeast and have offices in Raleigh, Greensboro, and Atlantic Beach. As an independent financial planning team, we work for our clients to bring the financial services industry to them. Not the other way around. Our broker dealer is Capital Investment Group. Show less

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2012 - Apr 2016

      Graduate of Practice Management Delvelopment (PMD) Program Sourced and acquired clients through cold calling, cold walking and seminars. Planned and managed all aspects of their finances and investments. Graduate of Practice Management Delvelopment (PMD) Program Sourced and acquired clients through cold calling, cold walking and seminars. Planned and managed all aspects of their finances and investments.

Education

  • University of Georgia - Terry College of Business
    Bachelor of Business Administration (B.B.A.)
    2006 - 2010
  • National Outdoor Leadership School
    2008 - 2008

Community

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