Benjamin Nichols (CRD# 6025797) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 1502551
H. Beck, Inc.
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities LLC | Rye Brook, NY | Oct 2014 - Current | 2 |
| Guardian Life Insurance Co | Rye Brook, NY | Sep 2014 - Current | 2 |
| Wells Fargo Advisors, LLC | Chicago, IL | Feb 2012 - Aug 2014 | 2 |
| Extended Travel | Denver, CO | May 2011 - Feb 2012 | < 1 |
| Schmates Home Rentals | Oxford, OH | May 2009 - May 2011 | 2 |
| Cherry Creek Athletic Club | Denver, CO | May 2008 - May 2009 | 1 |
| Miami University | Oxford, OH | Aug 2007 - May 2008 | < 1 |
| Kent Denver School | Denver, CO | Feb 2002 - Aug 2007 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CA
- VA
- CT
- IL
- NJ
- DC
- FL
- MD
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Total Assets Under Management6,646MILLIONS
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Total Number of Accounts39,311ACCOUNTS
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Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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