Nicolette Financial Advisors LLC
Nicolette Financial Advisors LLC (CRD# 146429) is a financial advisory firm headquartered in , . They manage $19,238,336 in 90 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Nicolette Financial Advisors LLC
By the Numbers
-
Total Assets Under Management19MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$213,759
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, VA
Financial Advisors at Nicolette Financial Advisors LLC
1
Alan Nicolette (CRD# 5485469) is an Investment Advisor Representative working at Nicolette Financial Advisors LLC in Charlottesville, VA and has over 16 years of experience in the finance industry.
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