Kevin Nichols (CRD# 2347023) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 30 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nwm Advisors, LLC | San Luis Obispo, CA | Jun 2016 - Current | 7 |
| Nichols Wealth Management, Inc. | San Luis Obispo, CA | Dec 1996 - Dec 2019 | 23 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | San Luis Obispo, CA | Dec 1996 - Nov 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
- CA
- TX
-
Total Assets Under Management248MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$549,522
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, NV, TX
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