Bailey Nichols (CRD# 6750781) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Nichols Hills, OK and has over 2 years of experience in the finance industry. Bailey Nichols has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Nichols Hills, OK | May 2022 - Current | 2 |
Jpmorgan Chase Bank, N.a. | Oklahoma City, OK | Aug 2021 - May 2022 | < 1 |
J.p. Morgan Securities LLC | Oklahoma City, OK | Aug 2021 - May 2022 | < 1 |
Bison Capital Advisors, LLC | Edmond, OK | May 2020 - Jul 2021 | 1 |
Baker Asset Management | Oklahoma City, OK | Mar 2019 - May 2020 | 1 |
The Prudential Insurance Company Of America | Oklahoma City, OK | Dec 2018 - Mar 2019 | < 1 |
Health Agent | Oklahoma City, OK | Dec 2018 - Mar 2019 | < 1 |
Pruco Securities, LLC | Oklahoma City, OK | Sep 2018 - Mar 2019 | < 1 |
Northwestern Mutual Investment Services LLC | Oklahoma City, OK | Jan 2017 - Oct 2018 | 1 |
Northwestern Mutual Life Insurance Company | Oklahoma City, OK | Feb 2017 - Aug 2018 | 1 |
University Of Central Oklahoma | Edmond, OK | Aug 2014 - Jul 2018 | 3 |
J And M Vaping | Guthrie, OK | Jun 2015 - Mar 2017 | 1 |
Home Depot | Guthrie, OK | Nov 2014 - Mar 2015 | < 1 |
Unemployed | Guthrie, OK | Aug 2011 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
S63 | Uniform Securities State Law Examination | Sep 2021 |
- OK
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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