Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® Email and Phone Number
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® work email
- Valid
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® personal email
- Valid
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® phone numbers
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
Loring Advisory Group
View-
Ceo, Managing PartnerLoring Advisory Group Nov 2021 - PresentGreenville, Rhode Island, Us
-
Vice President/PrincipalLoring Advisory Group Jan 2013 - Nov 2021Greenville, Rhode Island, UsHolistic, 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 and Medicare planning, among others.
-
Vice President, Portfolio Architecture & MarketingLegatus Wealth Oct 2018 - Dec 2021As 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 family businesses and foundations, coupled with our impressive industry credentials - makes Legatus Wealth New England’s premier boutique planning firm.By respecting the unique journey of each individual client, we work hard to uncover and understand their desired lifestyle and goals. With purposeful intent, we lean on this insight to design a truly custom strategy that provides a clear pathway to their ideal life. These goal-oriented plans can include:Personal Financial PlanningInvestment ManagementBusiness ManagementTax Planning ServicesRetirement Planning and Sustainable Income StrategiesLife, Long-Term Care, and DisabilityEstate PlanningSocial Security and Medicare Analysis
-
Financial AdvisorMerrill Lynch Aug 2011 - Jan 2013New York, Ny, UsFounded 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 business plan. -
Observer Controller/Trainer, Battery OicUs Army Dec 2009 - Oct 2011Arlington, Virginia, UsSenior 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 Contingency Operations (OCO). Coaches, teaches, and mentors commanders, platoon leaders, and senior Non-Commissioned Officers in the application of current doctrine and emerging tactics, techniques and procedures for base defense, escalation of force, biometrics, site exploitation, and upban operations in a COIN environment. Provides support to brigade and battalion mobilization missions as directed. Responsible for six vehicles and organizational property totaling $2 million, as well at the health, welfare, morale, and professional development of 15 Non-Commissioned Officers. -
Company Fire Support OfficerUs Army Jun 2008 - Nov 2009Arlington, Virginia, UsCompany 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 Stryker variant. Plan, coordinate, and integrate all fire support assets into the company scheme of fires to include battalion and company mortars, field artillery, attack aviation, close air support, and all non-lethal effects. Responsible for developing and executing a fire support training program that ensures combat readiness of the company mortar section and platoon maneuver-shooters. Responsible for the combat readiness, physical readiness, welfare, morale, conduct and force protection of the fire support team and the well-being of their families. Special emphasis areas included additional duty as the Company Intel Support Team OIC, and Pay Agent for the Commander's Emergency Relief Program - Iraq.
-
Platoon LeaderUs Army Nov 2007 - Jun 2008Arlington, Virginia, UsPlatoon 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 logistical support for a Field Artillery Battery. Ensures the platoon's personnel are trained and the platoon's equipment is ready for full spectrum operations. Supervises the accountability and maintenance of 3 howitzers, 11 wheeled vehicles, and 11 Force XXI Battle Command Brigade and Below digital systems valued at over $8 million. Special emphasis areas included additional duty at the Unit Movement Officer and the Arms Room Officer.
-
Platoon Fire Direction OfficerUs Army May 2006 - Nov 2007Arlington, Virginia, UsPlatoon 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 disseminating operations orders. Responsible for the training and welfare of 2 Non-Commissioned Officers ad 4 Soldiers including accountability and maintenance of the platoon's Fire Direction Center Equipment valued at over $1 million. Special emphasis areas included additional duty as the Arms Room Officer.
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® Skills
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® Education Details
-
Yale School Of ManagementInvestment Management Theory & Practice Program -
Mississippi State UniversityMaster Of Business Administration
-
Bryant UniversityBusiness Administration; Finance
Frequently Asked Questions about Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®
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 the current company?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s current role is CERTIFIED FINANCIAL PLANNER™ Practitioner for Individuals/Families, Business Owners, Millennials, & Non/For Profit Corporations.
What is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s email address?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s email address is ni****@****ail.com
What is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s direct phone number?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps®'s direct phone number is (401) 949*****
What schools did Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® attend?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® attended Yale School Of Management, Mississippi State University, Bryant University.
What skills is Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® known for?
Nick Loring Cfp®, Cpwa®, Cima®, Mba, Crpc®, Crps® has skills like Certified Financial Planner, Wealth Management, Holistic Financial Planning, Strategic Financial Planning, Investment Management, Investment Strategies, Investment Advisory, Retirement Planning, Qualified Retirement Plans, Estate Planning, Multi Generational Wealth Transfer, Social Security.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial