Nicole Seghetti, financial advisor Modesto CA

Nicole Seghetti

CRD Number: 4782867
Current Firm: Luminary Financial Planning
Compensation Model: Fee Only

Nicole Seghetti, CFP® (CRD# 4782867) is CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative.  She is the founder of Luminary Financial Planning in Modesto, CA, a fee-only boutique firm serving savvy women and their families.  We help unburden you by simplifying the financial planning process.  Ultimately, our success lies in your financial peace of mind.  Nicole has over a dozen years of experience in the finance industry.  She is interested in seeing how she can help you plan for -- and achieve -- your desired future.

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Company Name Location Dates Years
Seghetti Holdings Modesto, CA Sep 2013 - Current 7
Seghetti Holdings LLC Modesto, CA Jul 2012 - Current 8
The Motley Fool Alexandria, VA Feb 2012 - Jun 2012 < 1
Jp Morgan Chase Modesto, CA Jan 2011 - Dec 2011 < 1
Edward Jones St Louis, MO Mar 2004 - Jan 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Nicole Seghetti
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $234,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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