Nicholas DellavedovaCRD Number: 2884873
Current Firm: Nfp Retirement Inc.
Nicholas Dellavedova (CRD# 2884873) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Flexpath Strategies||Aliso Viejo, CA||Jan 2015 - Current||7|
|Kestra Investment Services, LLC||Aliso Viejo, CA||Jul 2014 - Current||8|
|Nfp Retirement||Aliso Viejo, CA||Apr 2004 - Current||18|
|Financial Telesis||San Rafael, CA||Dec 2004 - Jul 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S65||NASAA Investment Advisors Law Examination||Nov 2003|
Total Assets Under Management78,718MILLIONS
Total Number of Accounts3,797ACCOUNTS
Average Account Value$20,731,607
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY
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