Nicholas NewellCRD Number: 6482559
Current Firm: Mcf Advisors, LLC
Nicholas Newell (CRD# 6482559) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has over 6 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Mcf Advisors LLC||Covington, KY||Mar 2017 - Current||4|
|Fidelity Brokerage Services LLC||Covington, KY||Apr 2015 - Feb 2017||1|
|University Of Cincinnati||Cincinnati, OH||Nov 2014 - Apr 2015||< 1|
|University Of Cincinnati||Cincinnati, OH||Sep 2007 - Aug 2014||6|
|Lowe's Home Improvment||Cincinnati, OH||Apr 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2015|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
Total Assets Under Management2,168MILLIONS
Total Number of Accounts3,639ACCOUNTS
Average Account Value$595,846
- 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)
AL, CA, FL, IL, IN, KY, MD, MI, MO, OH, SC, TN, TX, VA
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