Nicholas Oldham, financial advisor Saint Louis MO
93 score

Nicholas Oldham

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors St. Louis, MO Apr 2012 - Current 4
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
Contact Info for Nicholas S. Oldham
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AR
  • FL
  • IL
  • IA
  • MO
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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