Nicole Leffingwell (CRD# 5457776) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 15 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4740878
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rejuv At Work | Palo Alto, CA | Aug 2022 - Current | 1 |
| Pfs Investments Inc. | Salinas, CA | Mar 2008 - Current | 16 |
| Primerica Financial Services | Salinas, CA | Mar 2007 - Current | 17 |
| Rieth Admin Notary | Mt. Shasta, CA | May 2018 - Jul 2023 | 5 |
| Mt Shasta Engineering | Mt. Shasta, CA | Apr 2020 - Mar 2022 | 1 |
| My Shasta Massage | Mt. Shasta, CA | Dec 2017 - Dec 2020 | 3 |
| Siskiyou Outdoor Recreation Alliance | Mt. Shasta, CA | Jan 2020 - Mar 2020 | < 1 |
| Unemployed | Mt. Shasta, CA | Jun 2017 - Dec 2017 | < 1 |
| Wholesale Solar | Mt. Shasta, CA | Jan 2017 - May 2017 | < 1 |
| Hillspire LLC | Menlo Park, CA | Aug 2012 - Jun 2015 | 2 |
| Trinet | San Leandro, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- CA
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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