Aaron Nichols (CRD# 2970498) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Palo Alto, CA and has over 19 years of experience in the finance industry.
CRD# 1568084
Three Bell Capital LLC
Score
108
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
CRD# 2916984
Oceaniq Capital, LLC
Score
72
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Menlo Park, CA | Dec 2010 - Current | 6 |
| Charles Schwab Bank | Menlo Park, CA | Dec 2010 - Current | 6 |
| Nichols Research, Inc. | Fremont, CA | Nov 2004 - Dec 2010 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- CA
- WA
- FL
- ID
- RI
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Total Assets Under Management47,211MILLIONS
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Total Number of Accounts31,062ACCOUNTS
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Average Account Value$1,519,892
- A percentage of assets under your management
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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