Nicole Wilson, financial advisor Lake Oswego OR

Nicole Wilson

CRD Number: 7187096
Current Firm: Human Investing

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.

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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
Contact Info for Nicole M. Wilson
Phone Number: 503-905-3100
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,089
    MILLIONS
  • Total Number of Accounts
    2,035
    ACCOUNTS
  • Average Account Value
    $535,290
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, ID, OR, TX, WA

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