Nicole West, financial advisor Franklin TN

Nicole West

CRD Number: 6742716
Current Firm: Charles Schwab & Company, Inc.

Nicole West (CRD# 6742716) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Franklin, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Nashville, TN Feb 2018 - Current 3
Charles Schwab Bank, Ssb Nashville, TN Feb 2018 - Current 3
First Horizon Franklin, TN Sep 2017 - Jan 2018 < 1
Jpmorgan Chase Bank Grove City, OH Dec 2016 - Jul 2017 < 1
Jpmorgan Securities LLC Grove City, OH Dec 2016 - Jul 2017 < 1
Unemployed Grove City, OH Apr 2016 - Dec 2016 < 1
Cumulus Media Inc. Nashville, TN Feb 2013 - Mar 2016 3
Unemployed Hendersonville, TN Aug 2012 - Feb 2013 < 1
Tennessee Technological University Cookeville, TN Aug 2001 - Aug 2012 11
Ttu Business Media Center Cookeville, TN Apr 2012 - Jul 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Nicole E. West
Phone Number: 415-667-7000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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