Justin McNicholas (CRD# 6827343) is an Investment Advisor Representative working at Santander Securities in Shillington, PA and has over 6 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Feb 2023 - Current | 1 |
| Santander Bank, Na | Boston, MA | Sep 2019 - Current | 4 |
| Santander Securities, LLC | Dorchester, MA | Jul 2019 - Feb 2023 | 3 |
| Securian Financial Services, Inc. | St. Paul, MN | Jul 2017 - Jul 2019 | 2 |
| Minnesota Life Insurance Company | St. Paul, MS | Jul 2017 - Jul 2019 | 2 |
| Legacy Planning Partners, LLC | Allentown, PA | Jul 2017 - Jul 2019 | 2 |
| East Penn School District | Emmaus, PA | Aug 2006 - Sep 2017 | 11 |
| Securian Financial Services, Inc. | St. Paul, MN | Jun 2017 - Jul 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- PA
-
Total Assets Under Management2,130MILLIONS
-
Total Number of Accounts9,813ACCOUNTS
-
Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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