Thomas Nickerson (CRD# 7006876) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Jacksonville, FL and has over 5 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Trinity Wealth Securities L.l.c | Orlando, FL | Feb 2019 - Current | 5 |
Florida Financial Advisors | Orlando, FL | Jul 2018 - Current | 5 |
Ifs Securities Inc. | Atlanta, GA | Aug 2018 - Feb 2019 | < 1 |
The Birchwood | St. Petersburg, FL | Aug 2017 - Jan 2019 | 1 |
Sankaty Head Gc | Nantucket, MA | Aug 2015 - Aug 2017 | 2 |
Moby Dicks Restaurant | Wellfleet, MA | Aug 2014 - Aug 2015 | 1 |
Family Pizza | Colchester, CT | Jun 2011 - Aug 2014 | 3 |
Oakwood Sc | Glastonbury, CT | Jun 2008 - Aug 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- FL
- TX
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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