Nicole Burdick, financial advisor Bellingham WA
88 score

Nicole Burdick

CRD Number: 6389777
Current Firm: Waddell & Reed

Nicole Burdick (CRD# 6389777) is an Investment Advisor Representative working at Waddell & Reed in Bellingham, WA and has 1 year of experience in the finance industry.

Similar Advisors
Jeffrey Pietsch, financial advisor Bellingham WA
Jeffrey G. Pietsch
CRD# 6011071
Concert Wealth Management
Score
101
Similar Advisors
Nathan Twining, financial advisor Bellingham WA
Nathan J. Twining
CRD# 6142269
Financial Plan, Inc.
Score
100
Similar Advisors
James Allen, financial advisor Bellingham WA
James T. Allen
CRD# 1069257
Wells Fargo Advisors Financial Network, LLC
Score
96
Company Name Location Dates Years
Peace Of Mind Services Bellingham, WA May 2015 - Current 1
Whatcom Women In Business Bellingham, WA Jan 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Bellingham, WA Nov 2014 - Current 2
Waddell & Reed, Inc. Bellingham, WA Aug 2014 - Current 2
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
Camas Salon Whitefish, MT Sep 2007 - Dec 2007 < 1
Youth With A Mission Perth, Mar 2007 - Sep 2007 < 1
Wave Fitness Center Whitefish, MT Jul 2006 - Mar 2007 < 1
Camas Salon Whitefish, MT Jan 2006 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Nicole E. Burdick
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • KY
  • MN
  • OH
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Nicole Burdick and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.