Cory Nichols, financial advisor Richmond VA

Cory Nichols

CRD Number: 6702394
Current Firm: Yes Life Financial

Cory Nichols (CRD# 6702394) is an Investment Advisor Representative working at Yes Life Financial in Richmond, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Yes Life Financial, LLC Glen Allen, VA Jul 2018 - Current 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Dec 2017 - Jul 2018 < 1
Northwestern Mutual Investment Services LLC Richmond, VA May 2017 - Jul 2018 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2016 - Jul 2018 1
Unemployed Moseley, VA Jul 2016 - Oct 2016 < 1
Eagle Fire Inc. Richmond, VA Mar 2012 - Jul 2016 4
The Boeing Service Company Chantilly, VA Jun 2010 - Mar 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Cory J. Nichols
Phone Number: 804-869-5861
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $40,385
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
Types of Clients
Registered States

VA

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