Nicole LetarteCRD Number: 6517464
Current Firm: Lincoln Financial Advisors Corporation
Nicole Letarte (CRD# 6517464) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Irvine, CA and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Lincoln Financial Advisors Corporation||Irvine, CA||Aug 2015 - Current||6|
|Process Project Tutoring Center||Fullerton, CA||Sep 2014 - May 2016||1|
|California State University, Fullerton||Fullerton, CA||Aug 2012 - May 2016||3|
|Daily Titan Newspaper||Fullerton, CA||Jun 2014 - Sep 2014||< 1|
|Housing And Residence Life||Fullerton, CA||Jul 2013 - May 2014||< 1|
|Don Lugo High School||Chino, CA||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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