Nicholas Holmes (CRD# 5334025) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Golden, CO and has over 15 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Jul 2019 - Current | 4 |
| Intellicents Investment Solutions Inc. | Golden, CO | Jul 2019 - Current | 4 |
| Cetera Advisors LLC | Denver, CO | Oct 2017 - Current | 6 |
| Jackson National Life Distributors LLC | Denver, CO | Jun 2017 - Oct 2017 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2015 - Jun 2017 | 2 |
| Cetera Advisors LLC | Denver, CO | Apr 2015 - Jun 2017 | 2 |
| Cetera Investment Services LLC | Saint Cloud, MN | Apr 2015 - Jun 2017 | 2 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Apr 2015 - Jun 2017 | 2 |
| Gwfs Equities, Inc. | Greenwood Village, CO | Dec 2014 - Apr 2015 | < 1 |
| Unemployed | Farmers Branch, TX | Oct 2014 - Dec 2014 | < 1 |
| 1st Global | Dallas, TX | Nov 2010 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- CO
-
Total Assets Under Management6,010MILLIONS
-
Total Number of Accounts4,381ACCOUNTS
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Average Account Value$1,371,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AR, AZ, CA, CO, FL, IA, IL, KS, MI, MN, MO, NE, NH, NJ, NY, OH, OK, OR, SD, TN, TX, WA, WI
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