Bradford Nichols (CRD# 2624137) is an Investment Advisor Representative working at Nefpg in Burlington, MA and has over 28 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New England Financial Planning Group | Burlington, MA | Jan 2019 - Current | 5 |
| Bradford B. Nichols | Burlington, MA | Jan 2019 - Current | 5 |
| New England Financial Planning Group | Burlington, MA | Sep 2018 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Burlington, MA | Apr 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | St. Pete, FL | May 2007 - Current | 17 |
| New England Financial Planning Group | Burlington, MA | Oct 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- MA
- NH
- TX
-
Total Assets Under Management220MILLIONS
-
Total Number of Accounts708ACCOUNTS
-
Average Account Value$311,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, MA, ME, NH, NY, TX, VT
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