Nickolas TurkCRD Number: 7439343
Current Firm: Vanguard Advisers, Inc.
Nickolas Turk (CRD# 7439343) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|The Vanguard Group, Inc.||Malvern, PA||Sep 2021 - Current||< 1|
|Liberty Mutual Insurance||Exton, PA||Apr 2020 - Jul 2021||1|
|Unemployed||West Chester, PA||Sep 2019 - Apr 2020||< 1|
|Lafrance Corporation||Concordville, PA||Apr 2016 - Sep 2019||3|
|Digital Office Solutions||Detroit, PA||Aug 2012 - Mar 2016||3|
|Dynamo's Deli||Detroit, MI||Jun 2009 - Aug 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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