Nina AveryCRD Number: 2626185
Current Firm: Triad Advisors, Inc.
Nina Avery (CRD# 2626185) is an Investment Advisor Representative working at Triad Advisors, Inc. in Orlando, FL and has over 20 years of experience in the finance industry. Nina Avery 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.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Triad Advisors, Inc.||Norcross, GA||Sep 2014 - Current||2|
|Unemployed||Winter Garden, FL||Apr 2014 - Aug 2014||< 1|
|Self Employed||Winter Garden, FL||Sep 2006 - Mar 2014||7|
|Allstate Insurance Co||Sanford, FL||Aug 2012 - Nov 2012||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Feb 2010 - Aug 2010||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Oct 2009 - Aug 2010||< 1|
|Sws Financial Services, Inc.||Orlando, FL||Aug 2006 - Jan 2010||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Orlando, FL||Jul 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1996|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- 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
- 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
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
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