Nicholas CariniCRD Number: 5973061
Current Firm: Iams Wealth Management, LLC
Nicholas Carini (CRD# 5973061) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 7 years of experience in the finance industry.
Lpl Financial LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Iams Wealth Management, LLC||Elkhorn, NE||Apr 2018 - Current||4|
|Carini Financial||Turnersville, NJ||May 2013 - Current||9|
|Foresters Equity Services||San Diego, CA||Sep 2014 - Apr 2018||3|
|Saint Joseph University||Philadelphia, PA||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2015|
Total Assets Under Management123MILLIONS
Total Number of Accounts1,202ACCOUNTS
Average Account Value$102,001
- 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)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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