Nycole Freer (CRD# 6032956) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Boston, MA and has over 9 years of experience in the finance industry. Nycole Freer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Investment Advisory LLC | Boston, MA | Apr 2024 - Current | < 1 |
| Nordstrom | Newport Beach, CA | Oct 2023 - Current | < 1 |
| Aliso Viejo Chamber Of Commerce | Aliso Viejo, CA | Oct 2023 - Current | < 1 |
| Eden Financial, LLC | Aliso Viejo, CA | Jan 2023 - Current | 1 |
| J.p.morgan Securities LLC | Newport Beach, CA | Mar 2016 - Jan 2023 | 6 |
| Guess By Marciano | Brea, CA | Nov 2015 - Nov 2016 | 1 |
| Purus Wealth Management | Newport Beach, CA | Feb 2016 - Mar 2016 | < 1 |
| Laurel Mann | Costa Mesa, CA | Apr 2014 - Mar 2016 | 1 |
| Waddell & Reed Inc. | Costa Mesa, CA | May 2013 - Feb 2016 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Placentia, CA | May 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- CA
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts133ACCOUNTS
-
Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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