Jacqueline Nicholson (CRD# 5293177) is an Investment Advisor Representative working at Avantax Advisory Services in Annapolis, MD and has over 14 years of experience in the finance industry. Jacqueline Nicholson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Annapolis, MD | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Annapolis, MD | Oct 2019 - Current | 4 |
| Heimlantz Professional Corporation | Ann, MD | May 2016 - Current | 8 |
| 1st Global Capital Corp. | Annapolis, MD | Nov 2009 - Oct 2019 | 9 |
| 1st Global Advisors, Inc. | Annapolis, MD | Nov 2009 - Oct 2019 | 9 |
| Heimlantz. Pc | Annapolis, MD | Nov 2007 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- MD
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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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