Diane Nicholson, financial advisor Irvine CA
89 score

Diane Nicholson

CRD Number: 5952048
Current Firm: Wells Fargo Advisors, LLC

Diane Nicholson (CRD# 5952048) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Irvine, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Irvine, CA Mar 2013 - Current 3
Quiksilver Corporate Huntington Beach, CA Aug 2012 - Mar 2013 < 1
Univerity Of California, San Diego La Jolla, CA Sep 2010 - Jun 2012 1
Santiago Canyon College Orange, CA Aug 2008 - Jun 2010 1
Foothill High School Tustin, CA Aug 2004 - Jun 2008 3
Foothill High School Tustin, CA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Diane M. Nicholson
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, AZ, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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