Nicolas Vollmer (CRD# 7737213) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Los Altos, CA | Mar 2024 - Current | < 1 |
| Charles Schwab & Company, Inc. | Los Altos, CA | Jun 2023 - Current | < 1 |
| Full-time Education | Boulder, CO | Aug 2019 - May 2023 | 3 |
| Lost City Coffee | Boulder, CO | Jul 2022 - Sep 2022 | < 1 |
| Ucampapp | Mountain View, CA | May 2021 - Sep 2021 | < 1 |
| Tanis Communications | Mountain View, CA | May 2020 - Aug 2020 | < 1 |
| Skyhawks Sports Camp | Mountain View, CA | Jun 2019 - Aug 2019 | < 1 |
| Full-time Education | Mountain View, CA | Aug 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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