Nicholas Balmer (CRD# 5976718) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 12 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Personal Financial Partners
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa | Bethesda, MD | Aug 2018 - Current | 6 |
Tiaa-cref Individual & Institutional Services, LLC | Bethesda, MD | Aug 2018 - Current | 6 |
Td Ameritrade, Inc. | Gaithersburg, MD | Feb 2018 - Aug 2018 | < 1 |
Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Aug 2018 | < 1 |
Scottrade, Inc. | Gaithersburg, MD | Aug 2014 - Feb 2018 | 3 |
Scottrade Investment Management | Gaithersburg, MD | Aug 2014 - Feb 2018 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- MD
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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