Nicholas Mehlhorn (CRD# 7264120) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 2 years of experience in the finance industry.
CRD# 2931681
Lpl Financial LLC
CRD# 4441672
Bolton Global Asset Management
CRD# 3080965
Aspire Wealth Management Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Woburn, MA | Jul 2021 - Current | 2 |
| Waddell & Reed | Woburn, MA | May 2021 - Jul 2021 | < 1 |
| Providence College | Providence, RI | Mar 2018 - May 2021 | 3 |
| Providence College | Providence, RI | Sep 2017 - May 2021 | 3 |
| Crosspoint Financial Advisors | Chelmsford, MA | Jun 2020 - Aug 2020 | < 1 |
| Major League Lacrosse | Boston, MA | Jun 2020 - Aug 2020 | < 1 |
| Sky Meadow Country Club | Nashua, NH | May 2019 - Aug 2019 | < 1 |
| Westford Parks And Recreation | Westford, MA | Jun 2014 - Aug 2018 | 4 |
| Westford Academy | Westford, MA | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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