Nicholas CaronCRD Number: 7051290
Current Firm: Prudential Financial Planning Services
Nicholas Caron (CRD# 7051290) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bedford, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|Pruco Securities, LLC||Bedford, NH||Jun 2021 - Current||1|
|Prudential Insurance Company Of America||Bedford, NH||Jun 2021 - Current||1|
|Oppenheimer & Co, Inc.||Portsmouth, NH||Dec 2018 - Apr 2021||2|
|Kensington Investment Company||Kensington, NH||Jun 2018 - Nov 2018||< 1|
|Statey Bar & Grill||Portsmouth, NH||Apr 2018 - Jun 2018||< 1|
|Sodexo||Portsmouth, NH||Feb 2018 - Apr 2018||< 1|
|Nibblesworth||Portsmouth, NH||Aug 2017 - Jan 2018||< 1|
|Earth Eagle Brewings||Portsmouth, NH||Jan 2016 - Aug 2017||1|
|Row 34||Portsmouth, NH||May 2015 - Jan 2016||< 1|
|Martingale Wharf||Portsmouth, NH||Apr 2013 - May 2015||2|
|Rudi's||Portsmouth, NH||Feb 2011 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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