Eric Nichols
CRD Number: 1053259Current Firm: United Planners' Financial Services Of America A Limited Partner
Eric Nichols (CRD# 1053259) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Milford, MI and has over 38 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rental Property | Venice, FL | Sep 2023 - Current | < 1 |
| Hart Ii, LLC | Battle Creek, MI | May 2011 - Current | 12 |
| United Planners' Financial Services | Scottsdale, AZ | Aug 2009 - Current | 14 |
| Gdr Associates | Milford, MI | Jul 2007 - Current | 16 |
| Nichols Financial Inc. | Milford, MI | Jan 1982 - Current | 42 |
| Nichols Financial Inc. | Milford, MI | Jan 1982 - Current | 42 |
| Eric Nichols | Milford, MI | Jan 1982 - Current | 42 |
| Real Estate One Associates Inc. | Southfield, MI | Jan 2004 - Aug 2022 | 18 |
| Bernard Real Estate LLC | Northville, MI | Aug 1980 - Aug 2022 | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
- MI
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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