Ceo, Managing Partner
Current
Nov 2021 - Present
AeroLeads people directory · profile
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Practitioner for Individuals/Families, Business Owners, Millennials, & Non/For Profit Corporations
at
Loring Advisory Group
1 work email found
@loringadvice.com
1 phone found area 401
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™ Practitioner for Individuals/Families, Business Owners, Millennials, & Non/For Profit Corporations
Location
Providence, Rhode Island, United States
Who is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®? Overview
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Quick answer
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® is listed as CERTIFIED FINANCIAL PLANNER™ Practitioner for Individuals/Families, Business Owners, Millennials, & Non/For Profit Corporations at Loring Advisory Group, based in Providence, Rhode Island, United States. AeroLeads shows a work email signal at loringadvice.com, phone signal with area code 401, and a matched LinkedIn profile for Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®.
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® previously worked as CEO, Managing Partner at Loring Advisory Group and Vice President/Principal at Loring Advisory Group. Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® holds Investment Management Theory & Practice Program from Yale School Of Management.
Company email context
Email format at Loring Advisory Group
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{first}@loringadvice.com
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AeroLeads found 1 current-domain work email signal for Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®. Compare company email patterns before reaching out.
Profile bio
About Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®
Your wealth is very much your life. It represents decades of persevering through life’s ups & downs and the determination to build something better. You deserve a trusted financial partner who understands your wealth picture and who will work just as hard to help you protect it.Loring Advisory Group utilizes a holistic approach to wealth management. One that not only encourages financial prosperity, but confidence knowing you have the insight and resources to make informed decisions throughout your lifetime. Our full-service, comprehensive financial planning firm partners with all types of persons & entities, including families, professionals, businesses & business owners, non-profit organizations, & millennials who want more.Our passion for educating clients extends well beyond the text of this profile. With office locations throughout New England, we are wholly committed to being the partner who is always there to guide you along life’s journeys. Because you deserve to enjoy every moment life has to offer - free from stress, worry or fear for the future.It’s time to live the life you’ve always envisioned. It’s time to call Loring Advisory Group.Securities and Advisory Services offered through Commonwealth Financial Network, member www.finra.org/www.sipc.org, a Registered Investment Adviser.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI. No offers my be made or accepted from any resident outside these states due to various state requirements regarding investment products and services.Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Listed skills include Certified Financial Planner, Wealth Management, Holistic Financial Planning, Strategic Financial Planning, and 28 others.
Current workplace
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s current company
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8 roles
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® work experience
A career timeline built from the work history available for this profile.
Vice President/Principal
Holistic, comprehensive wealth management practice dedicated to maintaining the financial independence of our clients and their families. Our focus areas include investments, life/disability/long term care insurance, employee benefits, retirement planning, income tax planning, estate planning, budgeting, divorce mediation/resolution, and Social Security.
Jan 2013 - Nov 2021
Vice President, Portfolio Architecture & Marketing
Legatus Wealth
As a comprehensive financial planning firm, we provide extensive insight and advice in all areas of personal and professional wealth management. Our team of expert, well-credentialed professionals design actionable strategies aimed at long-term wealth success.Our extensive experience working with high net-worth individuals and their families, as well as.
Oct 2018 - Dec 2021
Financial Advisor
Founded wealth management practice focused on assisting clients with the management of their investments, as well as insurance, banking, lending and credit needs. Successfully balanced investment management, sales activities, customer service, client development, administrative, compliance, and personal growth and development according to a self-developed.
Aug 2011 - Jan 2013
Observer Controller/Trainer, Battery Oic
Senior Observer Controller/Trainer assigned to a multi-component Field Artillery Training Support Battalion located at the Army's largest post-mobilization training facility, Camp Shelby Joint Forces Training Center. Commands a team of trainers tasked with preparing Reserve Component Army, Air Force, and Navy units to deploy in support of Overseas.
Dec 2009 - Oct 2011
Company Fire Support Officer
Company Fire Support Officer for a 171 man Stryker equipped Rifle Company with the requirement for no-notice deployment worldwide with 96 hours. Responsible for the training and tactical employment of a 6 man fire support team in full spectrum operations with a focus on MOUT, limited visibility, and precision operations and maintaining one Fire Support.
Jun 2008 - Nov 2009
Platoon Leader
Platoon Leader in a M777A2 Field Artillery Battery in direct support of the 1/25 Stryker Brigade Combat Team in Alaska with the mission of the Global Response Brigade (GRB). Responsible for the training, welfare and development of 13 Non-Commissioned Officers and 28 Soldiers who provide command and control, cannon crew drill, fire direction, and ammunition.
Nov 2007 - Jun 2008
Platoon Fire Direction Officer
Platoon Fire Direction Officer for a M198 Field Artillery Battery in direct support of the 1/25 Stryker Brigade Combat Team. Responsible for maintaining situational awareness, ammunition management, maintenance status, updated intelligence information and firing capabilities as the Fire Direction Center. Responsible for receiving, developing, and.
May 2006 - Nov 2007
3 education records
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® education
Investment Management Theory & Practice Program
Yale School Of Management
Master Of Business Administration
Mississippi State University
Bachelor Of Science, Business Administration; Finance
Bryant University
FAQ
Frequently asked questions about Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®
Quick answers generated from the profile data available on this page.
What company does Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® work for?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® works for Loring Advisory Group.
What is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s role at Loring Advisory Group?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® is listed as CERTIFIED FINANCIAL PLANNER™ Practitioner for Individuals/Families, Business Owners, Millennials, & Non/For Profit Corporations at Loring Advisory Group.
What is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s email address?
AeroLeads has found 1 work email signal at @loringadvice.com for Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® at Loring Advisory Group.
What is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 401 for Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® at Loring Advisory Group.
Where is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® based?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® is based in Providence, Rhode Island, United States while working with Loring Advisory Group.
What companies has Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® worked for?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® has worked for Loring Advisory Group, Legatus Wealth, Merrill Lynch, and Us Army.
How can I contact Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®?
You can use AeroLeads to view verified contact signals for Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® at Loring Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® attend?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® holds Investment Management Theory & Practice Program from Yale School Of Management.
What skills is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® known for?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® is listed with skills including Certified Financial Planner, Wealth Management, Holistic Financial Planning, Strategic Financial Planning, Investment Management, Investment Strategies, Investment Advisory, and Retirement Planning.
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