Steven Nuckols, financial advisor Carlsbad CA

Steven Nuckols

CRD Number: 6320555
Current Firm: Wealth Compass Financial, Inc.

Steven Nuckols (CRD# 6320555) is an Investment Advisor Representative working at Wealth Compass Financial, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Compass Financial Dunwoody, GA Sep 2017 - Current 6
Unemployed Dunwoody, GA Feb 2017 - Sep 2017 < 1
Blankinship And Foster Solana Beach, CA Nov 2016 - Jan 2017 < 1
Gunderson Capital Management San Diego, CA Jun 2015 - Sep 2016 1
Northwestern Mutual Investment Services LLC Provo, UT Jan 2015 - Jun 2015 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2014 - Jun 2015 1
Byu Continuing Education Provo, UT Oct 2013 - Apr 2014 < 1
Brigham Young University Provo, CA Aug 2008 - Apr 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Steven T. Nuckols
Phone Number: 760-509-4000
Registered State(s):
  • CA
  • GA
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $155,448
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, GA

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