Shannon Nickel, financial advisor Gainesville FL
93 score

Shannon Nickel

CRD Number: 5594647
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Shannon Nickel (CRD# 5594647) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Houston, TX May 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Apr 2012 - Current 4
Edward Jones St. Louis, MO Jul 2009 - Apr 2012 2
Smith Barney Dallas, TX Jan 2009 - May 2009 < 1
Smith Barney Dallas, TX Sep 2008 - Dec 2008 < 1
Cw 33 Dallas, TX Apr 2008 - Aug 2008 < 1
School Tcu Frisco, TX Nov 2007 - Apr 2008 < 1
Westin Hotel Frisco, TX Jul 2007 - Nov 2007 < 1
School Tcu Arlington, TX Feb 2007 - Jul 2007 < 1
Radio Disney Arlington, TX Jan 2006 - Feb 2007 1
Tcu Phonathon Arlington, TX Sep 2006 - Dec 2006 < 1
School Frisco, TX Dec 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Shannon M. Nickel
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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