Wallace Nichols (CRD# 5988582) is an Investment Advisor Representative working at Asset Guidance Group, LLC in Roswell, GA and has over 12 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Asset Guidance Group, LLC | Roswell, GA | Apr 2018 - Current | 6 |
Asset Guidance Group, LLC | Roswell, GA | Jan 2012 - Current | 12 |
Wr Nichols & Associates | Roswell, GA | Nov 2007 - Current | 16 |
First American National Investment Advisors, Llc Dba Asset Guida | Roswell, GA | Aug 2016 - Apr 2018 | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Sep 2014 - Aug 2016 | 1 |
Cssc Investment Advisory Services, Inc. | Atlanta, GA | Nov 2011 - Oct 2014 | 2 |
Cssc Brokerage Services, Inc. | Atlanta, GA | Oct 2011 - Oct 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- GA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$512,821
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
GA
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