Nicholas Perod (CRD# 3066717) is an Investment Advisor Representative working at Private Advisor Group, LLC in New Castle, PA and has over 25 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | New Castle, PA | Feb 2014 - Current | 10 |
| Private Advisor Group, LLC | Morristown, NJ | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- PA
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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