Nicole Irwin (CRD# 6258456) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marathon, FL and has over 3 years of experience in the finance industry.
CRD# 4206646
Raymond James Financial Services Advisors, Inc.
CRD# 5575233
Edward Jones
CRD# 2129116
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nicole Irwin Inc. | Marathon, FL | Dec 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Marathon, FL | Apr 2021 - Current | 3 |
| Chapman & Cardwell Capital Management | Marathon, FL | Aug 2015 - Current | 8 |
| Raymond James Financial Services, Inc. | Marathon, FL | Jan 2015 - Current | 9 |
| It Works Global | Marathon, FL | Jul 2016 - Nov 2017 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Marathon, FL | Oct 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- FL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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