Nick Loring Location
Providence, RI, US
Nick Loring Work
- 2026 - now Managing Partner and Wealth Advisor @ Kintra Wealth, LLC
- 2021 - now CEO, Managing Partner @ Loring Advisory Group
- 2013 - 2021 Vice President and Principal @ Loring Advisory Group
- 2018 - 2021 Vice President, Portfolio Architecture and Marketing @ Legatus Wealth
- 2011 - 2013 Financial Advisor @ Merrill Lynch
- 2009 - 2011 Observer Controller and Trainer, Battery OIC @ US Army
- 2008 - 2009 Company Fire Support Officer @ US Army
- 2007 - 2008 Platoon Leader @ US Army
- 2006 - 2007 Platoon Fire Direction Officer @ US Army
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
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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Loring Advisory Group Employees
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Alexis Harritos
Operations Lead at Loring Advisory Group
Providence, RI, US23 -
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