Nick Loring Email & Phone Number
CEO, Managing Partner @ Loring Advisory Group
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Nick Loring Location
- Providence, RI, US
Nick Loring Work
- 2026 -now Managing Partner and Wealth Advisor @
- 2021 -now CEO, Managing Partner @
- 2013 -2021 Vice President and Principal @
- 2018 -2021 Vice President, Portfolio Architecture and Marketing @ Legatus Wealth
- 2011 -2013 Financial Advisor @
- 2009 -2011 Observer Controller and Trainer, Battery OIC @
- 2008 -2009 Company Fire Support Officer @
- 2007 -2008 Platoon Leader @
- 2006 -2007 Platoon Fire Direction Officer @
Nick Loring Education
- Yale School of Management
Investment Management Theory & Practice Program
2017-2018 - Mississippi State University
Master of Business Administration
2010-2012 - Bryant University
Bachelor of Science (Army ROTC)
2002-2006
Nick Loring Skills
- 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
- Medicare
- CRPC
- CRPS
- Series 24
- Series 7
- Series 66
- Life & Health Insurance Licenses
- Variable Annuities
- Finance
- Investments
- Financial Advisory
- Securities
- Financial Services
- Insurance
- Veterans
- Leadership
- Management
- Public Speaking
- Financial Analysis
- Strategy
- Multi Generational Wealth Transfer
- Life and Health Insurance Licenses
Nick Loring Summary
- Nick Loring, based in Providence, RI, US, is currently a CEO, Managing Partner at Loring Advisory Group. Nick Loring brings experience from previous roles at Kintra Wealth, Loring Advisory Group, Legatus Wealth and Merrill Lynch. Nick Loring holds a 2017 - 2018 Investment Management Theory & Practice Program @ Yale School of Management. With a robust skill set that includes Certified Financial Planner, Wealth Management, Holistic Financial Planning, Strategic Financial Planning, Investment Management and more. Nick Loring has 3 emails and 2 mobile phone numbers on RocketReach.
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