Steven Nuckols (CRD# 6320555) is an Investment Advisor Representative working at Wealth Compass Financial, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Compass Financial | Dunwoody, GA | Sep 2017 - Current | 6 |
Unemployed | Dunwoody, GA | Feb 2017 - Sep 2017 | < 1 |
Blankinship And Foster | Solana Beach, CA | Nov 2016 - Jan 2017 | < 1 |
Gunderson Capital Management | San Diego, CA | Jun 2015 - Sep 2016 | 1 |
Northwestern Mutual Investment Services LLC | Provo, UT | Jan 2015 - Jun 2015 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CA
- GA
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts389ACCOUNTS
-
Average Account Value$171,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, GA
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