Nichole Diaz, financial advisor Riverside CA
89 score

Nichole Diaz

CRD Number: 6221742
Current Firm: Beacon Pointe Wealth Advisors, LLC

Nichole Diaz (CRD# 6221742) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Riverside, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Wealth Advisors, LLC Riverside, CA Jun 2013 - Current 3
Barr Realty Colton, CA Jul 2011 - Current 5
University Of California, Riverside Riverside, CA Sep 2009 - Jun 2011 1
University Of California, Riverside Riverside, CA Jan 2007 - Aug 2009 2
Full-time Education Colton, CA Aug 2002 - Aug 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Nichole M. Diaz
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,414
    MILLIONS
  • Total Number of Accounts
    4,909
    ACCOUNTS
  • Average Account Value
    $288,119
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MA, ME, MN, MT, ND, NE, NH, NV, PA, SD, TX, VT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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