Devon Nick (CRD# 6129772) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 10 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridge Advisory LLC | Pasadena, CA | Jan 2014 - Current | 10 |
| United Planners' Financial Services | Scottsdale, AZ | Sep 2013 - Current | 10 |
| Penniall And Associates | Pasadena, CA | Oct 2012 - Current | 11 |
| Awm Capital, LLC | Phoenix, AZ | Mar 2017 - Nov 2022 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CA
-
Total Assets Under Management453MILLIONS
-
Total Number of Accounts1,331ACCOUNTS
-
Average Account Value$340,044
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, NV, NY, OR, TX, VA, WA
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