Nicholas KraljCRD Number: 4465362
Current Firm: Global Retirement Partners LLC
Nicholas Kralj (CRD# 4465362) is an Investment Advisor Representative working at Global Retirement Partners LLC in Portland, OR and has over 14 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Global Retirement Partners||Portland, CA||Sep 2014 - Current||3|
|Lpl Financial LLC||Portland, OR||Sep 2014 - Current||3|
|Bci Group, Inc.||Portland, OR||Apr 2001 - Current||16|
|Financial Telesis Inc.||San Rafael, CA||Jun 2009 - Nov 2014||5|
|Royal Alliance Associates, Inc.||Portland, OR||Jun 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management18,102MILLIONS
Total Number of Accounts3,121ACCOUNTS
Average Account Value$5,800,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, 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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