Nickolas Hankerson (CRD# 5171007) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 16 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4851789
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Financial Planning Group (fpg) | Lake Oswego, OR | Jan 2023 - Current | 1 |
| Haven Financial Group | Salem, OR | Mar 2021 - Current | 3 |
| Nick Hankerson | Portland, OR | Jun 2020 - Current | 3 |
| Planmember Securities Corporation | Carpinteria, CA | Feb 2017 - Current | 7 |
| United Financial Northwest LLC | Lake Oswego, OR | Feb 2017 - Current | 7 |
| Summit Financial | Lake Oswego, OR | Feb 2017 - Current | 7 |
| Nick Hankerson (self Employed) | Portland, OR | Aug 2007 - Current | 16 |
| Lincoln Investment | Portland, OR | Jan 2017 - Feb 2017 | < 1 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Aug 2010 - Feb 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- OR
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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