Eric Nichols, financial advisor Milford MI
96 score

Eric Nichols

CRD Number: 1053259
Current 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 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hart Ii, LLC Milford, MI Jun 2011 - Current 5
United Planners' Financial Services Scottsdale, AZ Aug 2009 - Current 7
Gdr Associates Milford, MI Jul 2007 - Current 9
Nichols Financial Inc. Milford, MI Jan 1982 - Current 34
Bernard Real Estate LLC Northville, MI Aug 1980 - Current 36
Mutual Service Corporation Milford, MI Mar 2005 - Aug 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
Contact Info for Eric T. Nichols
Phone Number: 480-991-0225
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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