William Nickles, financial advisor Bolton MA

William Nickles

CRD Number: 2774360
Current Firm: Yellow Dog Financial, Inc.

William Nickles (CRD# 2774360) is an Investment Advisor Representative working at Yellow Dog Financial, Inc. in Bolton, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Yellow Dog Financial, Inc. Atlanta, GA Oct 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Jun 2007
Disclosure Information

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
Contact Info for William T. Nickles
Phone Number: 508-472-0279
Registered State(s):
  • GA
  • MA
Current Firm Details
Yellow Dog Financial, Inc.
Firm's CRD Number: 148307
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $165,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, MA

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