Nicholas Bodily (CRD# 7712180) is an Investment Advisor Representative working at Driven Investments LLC in Chubbuck, ID and has 1 year of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Driven Investments LLC | Chubbuck, ID | Jan 2024 - Current | < 1 |
| Utah Valley University | Orem, UT | Nov 2023 - Jan 2024 | < 1 |
| Mountain America Investment Services | Salt Lake City, UT | Mar 2023 - Jan 2024 | < 1 |
| Mountain America Credit Union | Orem, UT | Sep 2022 - Mar 2023 | < 1 |
| Granite Credit Union | South Jordan, UT | Aug 2021 - Sep 2022 | 1 |
| Unemployed | West Jordan, UT | Aug 2019 - Jul 2021 | 1 |
| El Pollo Loco | West Jordan, UT | Oct 2018 - Jul 2019 | < 1 |
| Pizza Pie Cafe | West Jordan, UT | Apr 2018 - Oct 2018 | < 1 |
| El Pollo Loco | West Jordan, UT | Sep 2017 - Apr 2018 | < 1 |
| Full Time Education | West Jordan, UT | Jan 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- AL
- CA
- CO
- CT
- ID
- IL
- MI
- MN
- NE
- NV
- NH
- NM
- NY
- NC
- OH
- OK
- OR
- PA
- TX
- UT
- VA
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Total Assets Under Management109MILLIONS
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Total Number of Accounts1,111ACCOUNTS
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Average Account Value$98,364
- 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)
AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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