Nicholas Coccimiglio (CRD# 5524632) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Alpine, WY and has over 15 years of experience in the finance industry.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 6276324
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Somerset Wealth Management, LLC | Portland, OR | Mar 2021 - Current | 3 |
| Justice For Life, LLC | Alpine, WY | Jan 2020 - Current | 4 |
| 360 Financial Planning, LLC | San Francisco, CA | Nov 2011 - Dec 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- CA
- OR
- WY
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$121,993
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, WY
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