FEATURES

You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.

Luke Nicholas, CFA, CFP®, Appointed to Principal at Allegiant Private Advisors

APA Nicholas 3x4HI RGBAllegiant Private Advisors has named Portfolio Manager Luke Nicholas, CFA, CFP®, a Principal. 

Luke, who started with the firm in 2013 and previously served as research analyst, will continue to serve Allegiant client families in his current role as Portfolio Manager. 

Our unique team approach to customized wealth management is rooted in hiring and retaining the very best talent. With our steadfast commitment to personalized, fiduciary-level guidance and concierge-level service as the firm continues to grow, we’re fortunate to have Luke join the ranks of Principal at Allegiant. 

Click here to learn more about Luke’s professional experience

By accepting you will be accessing a service provided by a third-party external to https://www.allegiantpa.com/

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

Email Updates

Advisory Services Offered Through Commonwealth Financial Network, a Registered Investment Adviser

© 2020 Allegiant Private Advisors. All rights reserved. | CWFN Privacy Policy | Website Privacy Policy