Benjamin Nichols (CRD# 6025797) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 5 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 | 3 |
| Guardian Life Insurance Co | Rye Brook, NY | Sep 2014 - Current | 3 |
| 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
-
Total Assets Under Management6,646MILLIONS
-
Total Number of Accounts39,311ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.