Rachel Nicholas (CRD# 6208771) is an Investment Advisor Representative working at Saturna Capital Corporation in Henderson, NV and has over 5 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Trust Company | Henderson, NV | Aug 2022 - Current | 1 |
| Saturna Brokerage Services | Bellingham, WA | May 2018 - Current | 6 |
| Saturna Trust Company | Henderson, NV | May 2018 - Aug 2022 | 4 |
| Angel Play Records | Las Vegas, NV | May 2015 - May 2018 | 3 |
| Door Dash | Las Vegas, NV | Sep 2017 - Oct 2017 | < 1 |
| Postmates | Las Vegas, NV | Aug 2017 - Oct 2017 | < 1 |
| Childers & Coventry, LLC | Youngtown, AZ | Jul 2016 - Apr 2017 | < 1 |
| Culinary Pros | Las Vegas, NV | Nov 2014 - Jun 2016 | 1 |
| Bankerslife | Las Vegas, NV | Jul 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
- MI
- NV
- TX
- VA
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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