Aaron Nichols (CRD# 2970498) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Palo Alto, CA and has over 24 years of experience in the finance industry.
CRD# 4412305
Wells Fargo Clearing Services, LLC
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Republic Investment Management, Inc. | Palo Alto, CA | Apr 2017 - Current | 5 |
| First Republic Securities Company, LLC | Palo Alto, CA | Apr 2017 - Current | 5 |
| First Republic Securities Company, LLC | Palo Alto, CA | May 2012 - Apr 2017 | 4 |
| First Republic Investment Management, Inc. | Palo Alto, CA | May 2012 - Apr 2017 | 4 |
| 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
- FL
-
Total Assets Under Management136,819MILLIONS
-
Total Number of Accounts66,919ACCOUNTS
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Average Account Value$2,044,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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