Nicholas Bertell (CRD# 5386765) is an Investment Advisor Representative working at Redwood Coast Financial Partners in Eureka, CA and has over 16 years of experience in the finance industry.
CRD# 5722601
Stifel, Nicolaus & Company, Incorporated
CRD# 3059193
Lpl Financial LLC
CRD# 2769064
Stonex Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Coast Financial Partners | Eureka, CA | Jun 2011 - Current | 12 |
| Cetera Advisor Networks LLC | Turnersville, NJ | May 2021 - May 2021 | < 1 |
| Cetera Advisor Networks LLC | Turnersville, NJ | Sep 2019 - May 2021 | 1 |
| Summit Financial Group Inc. | Eureka, CA | May 2008 - May 2021 | 13 |
| Summit Brokerage Services Inc. | Eureka, CA | May 2008 - Sep 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- NV
- NJ
- TX
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Total Assets Under Management136MILLIONS
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Total Number of Accounts932ACCOUNTS
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Average Account Value$146,195
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
AZ, CA, NV, TX
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