Nicole Bristol, financial advisor Salt Lake City UT

Nicole Bristol

CRD Number: 6863742
Current Firm: D.a. Davidson & Company

Nicole Bristol (CRD# 6863742) is an Investment Advisor Representative working at D.a. Davidson & Company in Salt Lake City, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Salt Lake City, UT Sep 2017 - Current 3
Homemaker Salt Lake City, UT Nov 2012 - Sep 2017 4
Procell Inc. Fountain Valley, CA Jan 2011 - Nov 2012 1
Cortel LLC Fountain Valley, CA Jan 2010 - Jan 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Nicole L. Bristol
Phone Number: 406-727-4200
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    18,449
    MILLIONS
  • Total Number of Accounts
    57,712
    ACCOUNTS
  • Average Account Value
    $319,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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