Nicole Pachar, financial advisor Sugar Land TX

Nicole Pachar

CRD Number: 5551367
Current Firm: Mdx Wealth Management
Compensation Model: Fee Only
Nicole Pachar (CRD# 5551367) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 4 years of experience in the finance industry.
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Nxt:gen Financial Planning
Company Name Location Dates Years
Callaway Financial Services Inc Dba Synergy Securities Houston, TX Aug 2016 - Current 7
Tamarind Advisors LLC Houston, TX May 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Nicole J. Pachar
Phone Number: 713-877-2526
Registered State(s):
  • AZ
  • CA
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $219,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX

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