Nicole Slack (CRD# 1468706) is an Investment Advisor Representative working at Wealth Management Advisors Ria, Inc. in Windsor, CO and has over 33 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Advisor Ria, Inc. | Windsor, CO | Sep 2021 - Current | 2 |
| Dmk Advisor Group, Inc. | Lakewood, CO | Jan 1999 - Sep 2021 | 22 |
| Dmk Advisor Group, Inc. | Lakewood, CO | Oct 1996 - Sep 2021 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1991 |
- CO
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$109,372
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, LA, TX
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