Nicole Letarte, financial advisor Orange CA

Nicole Letarte

CRD Number: 6517464
Current Firm: J. W. Cole Advisors, Inc.

Nicole Letarte (CRD# 6517464) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Orange, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Aug 2022 - Current 1
J.w. Cole Advisors, Inc. Tampa, FL Aug 2022 - Current 1
Lincoln Financial Advisors Corporation Irvine, CA Aug 2015 - Aug 2022 7
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Nicole Letarte
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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