Leslie Nichols, financial advisor Muskegon MI
93 score

Leslie Nichols

CRD Number: 1308287
Current Firm: Waddell & Reed

Leslie Nichols (CRD# 1308287) is an Investment Advisor Representative working at Waddell & Reed in Muskegon, MI and has over 13 years of experience in the finance industry.

Similar Advisors
Eric Lans, financial advisor Muskegon MI
Eric M. Lans
CRD# 4511105
First Financial Advisors Inc.
Score
103
Similar Advisors
Daniel Lauraine, CRPC, financial advisor Muskegon MI
Daniel J. Lauraine, CRPC
CRD# 2894516
Waddell & Reed
Score
98
Similar Advisors
William Bassow, financial advisor Muskegon MI
William J. Bassow
CRD# 1293561
Securities America Advisors, Inc.
Score
96
Company Name Location Dates Years
Leslie G Nichols Group LLC Ada, MI Feb 2014 - Current 2
Waddell & Reed, Inc. Grand Rapids, MI Jan 2007 - Current 9
Various Insurance Carriers For W&r Insurance Agencies Ada, MI Jan 2007 - Current 9
Clements Mill Condo Assoc Board Of Directors Ada, MI Jan 2011 - Dec 2013 2
Horace Mann Investors Inc. Springfield, IL Jan 1989 - Jan 2007 18
Horace Mann Insurance Ada, MI Jan 1982 - Jan 2007 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Leslie G. Nichols
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • KY
  • MT
  • OH
  • WI
  • MI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Leslie Nichols and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.