Nicole McOmberCRD Number: 6373648
Current Firm: 1st Global Advisors Inc.
Nicole McOmber (CRD# 6373648) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Eugene, OR and has over 2 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|1st Global Advisors, Inc.||Eugene, OR||Jul 2014 - Current||2|
|1st Global Capital Corp.||Eugene, OR||Jul 2014 - Current||2|
|Jones & Roth Pc||Eugene, OR||Jul 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV