Nicole ChoiCRD Number: 5415713
Current Firm: Lpl Financial LLC
Nicole Choi (CRD# 5415713) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Lpl Financial LLC||San Diego, CA||Dec 2012 - Current||5|
|Lucia Securities, LLC||San Diego, CA||May 2012 - Dec 2012||< 1|
|Rjl Wealth Management, LLC||San Diego, CA||May 2012 - Dec 2012||< 1|
|Lucia Securities, LLC||San Diego, CA||Sep 2011 - Mar 2012||< 1|
|Rjl Wealth Management, LLC||San Diego, CA||Apr 2010 - Mar 2012||1|
|First Allied Securies, Inc.||San Diego, CA||Jul 2008 - Nov 2011||3|
|Raymond J. Lucia Companies, Inc.||San Diego, CA||Jul 2008 - Oct 2010||2|
|Securities Service Network, Inc.||San Diego, CA||Nov 2007 - Jul 2008||< 1|
|The Retirement Group||San Diego, CA||Jul 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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