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 1 year of experience in the finance industry.
Concert Wealth Management
Financial Plan, Inc.
Wells Fargo Advisors Financial Network, LLC
|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|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
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