Nickolas Gould, financial advisor Sacramento CA

Nickolas Gould

CRD Number: 5315555
Current Firm: Lpl Financial LLC

Nickolas Gould (CRD# 5315555) is an Investment Advisor Representative working at Lpl Financial LLC in Sacramento, CA and has over 16 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Lpl Financial LLC Roseville, CA Aug 2018 - Current 5
California Bank & Trust (zions Bank Affiliate) Roseville, CA Aug 2018 - Current 5
Wells Fargo Clearing Services, LLC Danville, CA Nov 2016 - Aug 2018 1
Wells Fargo Bank, N.a. Danville, CA Jul 2006 - Aug 2018 12
Wells Fargo Advisors LLC Danville, CA Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Nickolas L. Gould
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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