NickLalonde- Financial Advisor Dallas, TX

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About Nick Lalonde

Third Act Wealth Management was founded by Nick Lalonde in Dallas, TX, in 2023.

While working for more than a decade with business owners and their families, Nick noticed the financial services market was not meeting some of his clients real needs. People have many assets beyond financial success life satisfaction, personal growth, education, business acumen, and so much more.

We believe retirement should be the pinnacle of enjoyment, ongoing growth, and success. Our proprietary approach considers our clients many assets to plot their best path forward.

See Disclosures

General Information

Firm Start Year

1989

CRD#

6355155

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Raymond James Financial Services (June 2014-September 2016)

Edward Jones (September 2016-March 2023)

Third Act Wealth Management, LLC (March 2023-Now)

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Annuity, Life, Long Term Care, Variable Life, Annuity, Disability

Firm Information

Firm's Number of Clients

7 Million

Assets Managed by Firm

1 Trillion

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$194,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Additional Details on Charges

We have a complimentary second opinion we will take you through to determine if we are a good fit. If we are, we will make sure you understand any costs you would incur working with our company.

Education

Bachelor of Science - Economics

University of Kentucky
08/2010 -05/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third Act Wealth Management, LLC and LPL Financial are separate entities.

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Paladin Research Report For:

Nick Lalonde

Third Act Wealth Management, LLC