Cory NicholsCRD 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.
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
|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|
Total Assets Under Management1MILLIONS
Total Number of Accounts26ACCOUNTS
Average Account Value$40,385
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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