Nicholas Ibello
CRD Number: 5820593Current 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
Phone: 410.740.0220
www.WilliamsAssetMangement.com
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | Waltham, MA | Mar 2018 - Current | 6 |
Williams Asset Management | Columbia, MD | Feb 2015 - Current | 9 |
Commonwealth Financial Network | Waltham, MA | Feb 2015 - Mar 2018 | 3 |
Planning Solutions Group, LLC | Fulton, MD | Jul 2014 - Feb 2015 | < 1 |
Triad Advisors, Inc. | Norcross, GA | Jun 2014 - Feb 2015 | < 1 |
T. Rowe Price | Owings Mills, MD | Jun 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2013 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- MD
-
Total Assets Under Management146,387MILLIONS
-
Total Number of Accounts585,629ACCOUNTS
-
Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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, WY
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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