Nicholas OldhamCRD Number: 5379115
Current Firm: Valic Financial Advisors, Inc.
Nicholas Oldham (CRD# 5379115) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Saint Louis, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Valic Financial Advisors||St. Louis, MO||Apr 2012 - Current||5|
|Lpl Financial||Chesterfield, MO||Jul 2008 - Jan 2012||3|
|Aig Retirement Advisors||St. Louis, MO||Jan 2008 - Jul 2008||< 1|
|Linsco/private Ledger||St. Peters, MO||Jul 2007 - Jan 2008||< 1|
|World Omni Financial||Bridgeton, MO||Jun 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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