Nicole Finamore (CRD# 4349156) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Farmington, UT and has over 23 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2020 - Current | 4 |
| Horizon Credit Union | Ogden, UT | Jan 2020 - Current | 4 |
| Life Revealed | Ogden, UT | Jan 2010 - Current | 14 |
| Sharifah Hardie Campaign | Long Beach, CA | Sep 2019 - Apr 2022 | 2 |
| Ehealth/telaperformance | Ogden, UT | Aug 2019 - Dec 2020 | 1 |
| Tfs Securities Inc. | Lincroft, NJ | Jun 2018 - Dec 2019 | 1 |
| The Prudential Insurance Company Of America | Irvine, CA | Oct 2016 - May 2018 | 1 |
| Pruco Securities LLC | Irvine, CA | Oct 2016 - May 2018 | 1 |
| American United Life | Cottonwood Heights, UT | Jul 2015 - Oct 2016 | 1 |
| Oneamerica Securities | Cottonwood Heights, UT | Jul 2015 - Oct 2016 | 1 |
| Transamerica Financial Advisors, Inc. | South Ogden, UT | May 2014 - Jun 2015 | 1 |
| World Financial Group, Inc. | South Ogden, UT | Mar 2014 - Jun 2015 | 1 |
| Davinci Academy | Ogden, UT | Nov 2013 - Jun 2015 | 1 |
| Braindead Constance LLC | North Ogden, UT | Oct 2013 - Jun 2015 | 1 |
| Life Revealed LLC | Ogden, UT | Feb 2012 - Jun 2015 | 3 |
| Horse And Crow | North Ogden, UT | Nov 2010 - Jun 2015 | 4 |
| Tints And Glass LLC | North Ogden, UT | Apr 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- ID
- UT
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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