Nicole Wilson (CRD# 7187096) is an Investment Advisor Representative working at Human Investing in Lake Oswego, OR and has 1 year of experience in the finance industry.
CRD# 2543552
Wells Fargo Clearing Services, LLC
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anderson Fisher Llc Dba Human Investing | Lake Oswego, OR | Sep 2019 - Current | 1 |
| Pricewaterhousecoopers | Brussels, | Aug 2018 - Aug 2019 | 1 |
| Unemployed | Etterbeek, | Apr 2018 - Jul 2018 | < 1 |
| Kpmg | Portland, OR | Sep 2016 - Mar 2018 | 1 |
| Unemployed | San Rafael, CA | Jun 2016 - Aug 2016 | < 1 |
| Kpmg | Portland, OR | Jan 2016 - May 2016 | < 1 |
| Unemployed | San Rafael, CA | Sep 2015 - Dec 2015 | < 1 |
| Kpmg | Portland, OR | Jun 2015 - Aug 2015 | < 1 |
| University Of Oregon, Lundquist College Of Business | Eugene, OR | Mar 2013 - Jun 2015 | 2 |
| University Of Oregon Investment Group | Eugene, OR | Mar 2013 - Jun 2015 | 2 |
| University Of Oregon | Eugene, OR | Sep 2011 - Jun 2015 | 3 |
| Blount International, Inc. | Portland, OR | Jun 2014 - Sep 2014 | < 1 |
| University Of Oregon Recreation Center | Eugene, OR | May 2012 - Sep 2014 | 2 |
| Terra Linda High School | San Rafael, CA | Sep 2007 - Jun 2011 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- OR
-
Total Assets Under Management1,089MILLIONS
-
Total Number of Accounts2,035ACCOUNTS
-
Average Account Value$535,290
- 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
- Pension consulting services
- Educational seminars/workshops
AK, AZ, CA, ID, OR, TX, WA
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