Nicole George, financial advisor Parker CO
96 score

Nicole George

CRD Number: 5399651
Current Firm: Icma Retirement Corp

Nicole George (CRD# 5399651) is an Investment Advisor Representative working at Icma Retirement Corp in Parker, CO and has over 9 years of experience in the finance industry. Nicole George 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.

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Professional Designations
Company Name Location Dates Years
Icma Retirement Corporation Washington, DC Apr 2013 - Current 3
Charles Schwab Bank Wayne, PA Mar 2010 - Apr 2013 3
Charles Schwab & Company, Inc. Englewood, CO Jul 2007 - Apr 2013 5
Charles Schwab Bank Englewood, CO Mar 2009 - Nov 2009 < 1
Unemployed Castle Rock, CO Jun 2007 - Jul 2007 < 1
Red Robin Castle Rock, CO Jan 2007 - Jun 2007 < 1
Old Spanish Trail Steak House Part-time Over Winter Break Vacati Tucson, AZ Nov 2006 - Jan 2007 < 1
Red Robin Castle Rock, CO Dec 2005 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Nicole A. George
Phone Number: 202-962-4600
Firm Website: http://www.icmarc.org
Registered State(s):
  • CO
  • WA
By the Numbers
  • Total Assets Under Management
    31,797
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $599,952,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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