Nicholas IbelloCRD Number: 5820593
Current Firm: Commonwealth Financial Network
Compensation Model: Both
Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.
You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.
With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed, and experienced professionals to help develop your comprehensive financial plan. With this team approach, we will guide you through our financial planning process to create a financial plan that accurately reflects your current financial status and paints a clear picture to illustrate your path to financial independence and goal achievement.
This communication is strictly intended for individuals residing in the state of MD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. www.commonwealth.com/termsofuse.html
Williams Asset Management
8850 Columbia 100 Parkway, Suite 204
Columbia, MD 21045
Planning Solutions Group, LLC
Summit Financial Group Inc.
Blue Ocean Global Wealth
|Commonwealth Financial Network||Waltham, MA||Feb 2015 - Current||3|
|Planning Solutions Group, LLC||Fulton, MD||Jul 2014 - Current||3|
|Triad Advisors, Inc.||Norcross, GA||Jun 2014 - Current||3|
|T. Rowe Price||Owings Mills, MD||Jun 2011 - Current||6|
|St. Mary's College Of Maryland||St. Mary's City, MD||Aug 2007 - Current||10|
|Ibello Upholstery||Baltimore, MD||Jun 2007 - Current||10|
|Calvert Hall High School||Baltimore, MD||Aug 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Feb 2013|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Securities and Advisory Services offered through
Commonwealth Financial Network, member FINRA/SIPC,
a Registered Investment Adviser. Fixed insurance products
and services offered by Williams Asset Management.
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