Nickie Dally (CRD# 4738406) is an Investment Advisor Representative working at Hansen & Associates Financial Group Inc. in Elk Grove, CA and has over 15 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hansen & Associates Financial Group, Inc. | Sacramento, CA | Feb 2021 - Current | 3 |
| Cadger Tax And Financial | Elk Grove, CA | Jan 2021 - Current | 3 |
| National Gold Consultants | Monticello, MN | Jan 2018 - Current | 6 |
| Nick Dally Dba Pacific Crest Financial And Insurance Services | Elk Grove, CA | Jan 1996 - Current | 28 |
| Blueprint Investments And Tax Planning | Elk Grove, CA | Sep 2019 - Feb 2021 | 1 |
| Blueprint Wealth Partners, LLC | Valley Springs, CA | Jan 2019 - Sep 2019 | < 1 |
| Virtue Capital Management, LLC | Nashville, TN | May 2014 - Jan 2019 | 4 |
| Coppell Advisory Solutions, LLC | Santa Clarita, CA | Jun 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- CA
-
Total Assets Under Management204MILLIONS
-
Total Number of Accounts1,114ACCOUNTS
-
Average Account Value$183,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, OH, TN, TX
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