Unclaimed Profile

Patrick Kent Nichols

USA TAX & INSURANCE SERVICES, INC.·PALM HARBOR, Florida

SIE, Series 6, Series 7TO, Series 6518 years registeredUSA TAX & INSURANCE SERVICES, INC.

4114 WOODLANDS PKWY, PALM HARBOR, FL 34685CRD# 3088017Firm CRD# 144088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Kent Nichols · PALM HARBOR, FL

Registration

CRD #3088017 · USA TAX & INSURANCE SERVICES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USA TAX & INSURANCE SERVICES, INC.

AMERILIFE FINANCIAL ADVISORS LLC

Apr 2017 – Jul 2022

CLEARWATER, FL

CAPITAL ASSET ADVISORY SERVICES, LLC

Dec 2012 – Jul 2017

Clearwater, FL

AMERICAN INVESTMENT SERVICES

Apr 2008 – Apr 2013

PALM HARBOR, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 65

Registration record

First registered · April 15, 2008

Years registered · 18

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

USA TAX & INSURANCE SERVICES, INC.

CRD 144088 · SEC 801-68338

AUM

$43M

Regulatory assets under management

Employees

594 client accounts

Services offered by USA TAX & INSURANCE SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at USA TAX & INSURANCE SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Patrick Kent Nichols offer?

Patrick Kent Nichols specializes in Financial Planning, Investment Management, Wealth Management.

What are Patrick Kent Nichols's credentials?

Patrick Kent Nichols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Kent Nichols located?

Patrick Kent Nichols is based in PALM HARBOR, Florida, last registered with USA TAX & INSURANCE SERVICES, INC..

How does Patrick Kent Nichols charge for services?

Patrick Kent Nichols's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USA TAX & INSURANCE SERVICES, INC.?

USA TAX & INSURANCE SERVICES, INC. has approximately 43 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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