Nick Lalonde- 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.

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General Information

Firm Start Year

1989

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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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Nick Lalonde

Third Act Wealth Management, LLC