Nicolas HeywoodCRD Number: 5594719
Current Firm: Advice And Planning Services
Nicolas Heywood (CRD# 5594719) is an Investment Advisor Representative working at Advice And Planning Services in Morgantown, WV and has over 8 years of experience in the finance industry.
Centaurus Financial, Inc.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
|Tiaa-cref Individual & Institutional Services, LLC||Pittsburgh, PA||Aug 2012 - Current||4|
|Tiaa||Pittsburgh, PA||Aug 2012 - Current||4|
|Bb&t Investments||Charlotte, NC||Sep 2008 - Aug 2012||3|
|Bb&t Bank||Morgantown, WV||Sep 2004 - Aug 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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