Nicole BurdickCRD Number: 6389777
Current Firm: Waddell & Reed
Nicole Burdick (CRD# 6389777) is an Investment Advisor Representative working at Waddell & Reed in Bellingham, WA and has over 3 years of experience in the finance industry.
Concert Wealth Management
Financial Plan, Inc.
Wells Fargo Advisors Financial Network, LLC
|2527 Superior St Rental||Bellingham, WA||Feb 2018 - Current||< 1|
|Nicole Burdick||Bellingham, WA||Mar 2016 - Current||2|
|Peace Of Mind Services||Bellingham, WA||May 2015 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Bellingham, WA||Nov 2014 - Current||3|
|Waddell & Reed, Inc.||Bellingham, WA||Aug 2014 - Current||3|
|Nicole Burdick Music||Bellingham, WA||Jan 2014 - Current||4|
|Lydia Place||Bellingham, WA||May 2016 - Jan 2017||< 1|
|Whatcom Women In Business||Bellingham, WA||Jan 2015 - Dec 2015||< 1|
|Simplified Spaces||Bellingham, WA||Sep 2013 - May 2015||1|
|Doterra International||Pleasant Grove, UT||Apr 2014 - Apr 2015||1|
|Hoppis Real Estate||Bellingham, WA||May 2013 - Sep 2013||< 1|
|Student||Bellingham, WA||Feb 2013 - May 2013||< 1|
|Hamilton Family||Bellingham, WA||Feb 2011 - Feb 2013||2|
|Organized At Last||Bellingham, WA||Sep 2010 - Dec 2012||2|
|Starbucks||Bellingham, WA||Jul 2010 - Feb 2011||< 1|
|Darryl Chen & Linh Vu||Ferndale, WA||Jan 2010 - Jul 2010||< 1|
|Bank Of The Pacific||Bellingham, WA||Sep 2009 - Dec 2009||< 1|
|First Interstate Bank||Whitefish, MT||Dec 2007 - Sep 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.