Aaron NicholsCRD Number: 2970498
Current Firm: First Republic Investment Management, Inc.
Aaron Nichols (CRD# 2970498) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Palo Alto, CA and has over 18 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|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|
Total Assets Under Management47,211MILLIONS
Total Number of Accounts31,062ACCOUNTS
Average Account Value$1,519,892
- A percentage of assets under your management
- Performance-based fees
- 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