Nicole Holloway (CRD# 6534839) is an Investment Advisor Representative working at Natural Investments in Oakland, CA and has over 8 years of experience in the finance industry. Nicole Holloway 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# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Natural Investments | San Francisco, CA | Jan 2020 - Current | 4 |
| Strategy Squad | Oakland, CA | Aug 2016 - Current | 7 |
| Qualified Planning | San Diego, CA | Aug 2016 - Jan 2020 | 3 |
| Carrie Productions, Inc. | Berkeley, CA | Jan 2010 - Jun 2019 | 9 |
| Bank Of America, N.a. | San Francisco, CA | Sep 2015 - Apr 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Jun 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- CA
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Total Assets Under Management1,803MILLIONS
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Total Number of Accounts4,764ACCOUNTS
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Average Account Value$378,532
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
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