Roger Nicholls (CRD# 1832447) is an Investment Advisor Representative working at Best Life Infinity, LLC in Boise, ID and has over 35 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Best Life Infinity, LLC | Colorado Springs, CO | Jan 2023 - Current | 1 |
| Investment Advisor Group | Hancock, NY | Oct 2021 - Dec 2022 | 1 |
| H & H Retirement Design & Management, Inc. | Las Vegas, NV | Apr 2021 - Oct 2021 | < 1 |
| Arbor Point Advisors | Lavista, NE | Nov 2020 - Apr 2021 | < 1 |
| Kms Financial | Seattle, WA | Feb 2020 - Apr 2021 | 1 |
| Echelon Group | Boise, ID | Jan 2020 - Apr 2021 | 1 |
| Ran Consulting | Boise, ID | Jul 2017 - Jan 2020 | 2 |
| Legacy Wealth Management, LLC | Boise, ID | Oct 2016 - Jul 2017 | < 1 |
| Self Employed | Boise, ID | Jun 2016 - Sep 2016 | < 1 |
| Ameriprise Financial Services, Inc. | Boise, ID | Jan 2016 - May 2016 | < 1 |
| Cetera Advisors LLC | Denver, CO | Apr 2015 - Jan 2016 | < 1 |
| Self Employed | Boise, ID | Mar 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
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Total Assets Under Management30MILLIONS
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Total Number of Accounts86ACCOUNTS
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Average Account Value$349,058
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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CA, CO, FL, GA, ID, IL, LA, MD, MO, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TN, TX, VA, WA, WI
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