Nancy EffertCRD Number: 4552901
Current Firm: Partnervest Advisory Services LLC
Nancy Effert (CRD# 4552901) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Crystal Lake, IL and has over 14 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Partnervest Advisory Services, LLC||Santa Barbara, CA||Oct 2013 - Current||3|
|Crossroads Advisory Group||Crystal Lake, IL||Oct 2009 - Current||7|
|Financial Advisers Of America, LLC||Carlsbad, CA||Oct 2009 - Oct 2011||2|
|Mutual Service Corporation||Cary, IL||Nov 2006 - Aug 2009||2|
|Money Concepts Capital||Palm Beach Gardens, FL||Oct 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2004|
Total Assets Under Management514MILLIONS
Total Number of Accounts2,359ACCOUNTS
Average Account Value$217,761
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA
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