Luke Nicholas

Director of Portfolio Management, Principal at Allegiant Private Advisors - Sarasota, FL, US

Luke Nicholas's Colleagues at Allegiant Private Advisors
Melissa Bradley

Wealth Advisor

Contact Melissa Bradley

Ben Jones

President, Chief Investment Officer, Principal

Contact Ben Jones

Cameron Dees

Research Assistant

Contact Cameron Dees

Carl Watkins

Director Of Financial Planning

Contact Carl Watkins

Kristina Vorndran

Paraplanner

Contact Kristina Vorndran

Nick Florio

Insurance Broker

Contact Nick Florio

Susan Bacon

Senior Operations Specialist

Contact Susan Bacon

View All Luke Nicholas's Colleagues
Luke Nicholas's Contact Details
Email (Verified)
***@allegiantpa.com
Get Luke Nicholas's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Luke Nicholas's Mobile Number
HQ
941 365-3745
Location
Sarasota, Florida
Company
Allegiant Private Advisors
Luke Nicholas's Company Details
Allegiant Private Advisors logo, Allegiant Private Advisors contact details

Allegiant Private Advisors

Sarasota, FL, US • 20 - 49 Employees
Financial Services

Since 1997, Allegiant Private Advisors has been creating customized wealth management solutions for high-net-worth families, entrepreneurs, nonprofit organizations, and foundations. The experienced team manages assets conservatively on a fiduciary basis. Personalized investment strategies based on proprietary research are developed for each client family, complemented by a concierge-like approach to customer service. Allegiant Private Advisors is located at 240 South Pineapple Ave., Suite 200, Sarasota, FL 34236. For more information, call 941-365-3745 or visit www.allegiantpa.com. Advisory Services Offered Through Allegiant Private Advisors, LLC, a Registered Investment Adviser

Wealth Management Financial Planning Retirement Planning Insurance Planning
Details about Allegiant Private Advisors
Frequently Asked Questions about Luke Nicholas
Luke Nicholas currently works for Allegiant Private Advisors.
Luke Nicholas's role at Allegiant Private Advisors is Director of Portfolio Management, Principal.
Luke Nicholas's email address is ***@allegiantpa.com. To view Luke Nicholas's full email address, please signup to ConnectPlex.
Luke Nicholas works in the Financial Services industry.
Luke Nicholas's colleagues at Allegiant Private Advisors are Melissa Bradley, Ben Jones, Cameron Dees, Carl Watkins, Kristina Vorndran, Nick Florio, Susan Bacon and others.
Luke Nicholas's phone number is 941 365-3745
See more information about Luke Nicholas