Nicholas Pardini (CRD# 5902562) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevate Wealth Advisors, LLC | Newport Beach, CA | Sep 2022 - Current | 1 |
| Spearhead Advisors, LLC | Newport Beach, CA | Sep 2021 - Current | 2 |
| Davos Invesment Research | Newport Beach, CA | Nov 2017 - Sep 2021 | 3 |
| Parallax Volatility Advisors | San Francisco, CA | Oct 2014 - Oct 2017 | 3 |
| Nomadic Capital Partners | Newport Beach, CA | Feb 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$240,888
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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