Nicole Burdick (CRD# 6389777) is an Investment Advisor Representative working at Lpl Financial LLC in Bellingham, WA and has over 9 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Bellingham, WA | Jul 2021 - Current | 2 |
Happy Renters LLC | Bellingham, WA | May 2020 - Jul 2021 | 1 |
The Bellingham Team | Bellingham, WA | Aug 2018 - Jul 2021 | 2 |
2527 Superior St Rental | Bellingham, WA | Feb 2018 - Jul 2021 | 3 |
Nicole Burdick | Bellingham, WA | Mar 2016 - Jul 2021 | 5 |
Various Insurance Carriers For W&r Insurance Agencies | Bellingham, WA | Nov 2014 - Jul 2021 | 6 |
Waddell & Reed, Inc. | Bellingham, WA | Aug 2014 - Jul 2021 | 6 |
Nicole Burdick Music | Bellingham, WA | Jan 2014 - Jul 2021 | 7 |
Peace Of Mind Services | Bellingham, WA | May 2015 - Dec 2018 | 3 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- FL
- NM
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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