Nicholas Dostal (CRD# 5199001) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Schuyler, NE and has over 15 years of experience in the finance industry.
CRD# 5187851
Ameritas Advisory Services, LLC
CRD# 2436242
Lpl Financial LLC
CRD# 6461885
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | May 2020 - Current | 3 |
| J.w. Cole Advisors, Inc. | Tampa, FL | May 2020 - Current | 3 |
| Securities America Advisors | Schuyler, NE | Dec 2012 - May 2020 | 7 |
| Securities America, Inc. | Schuyler, NE | Jul 2008 - May 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- NE
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Total Assets Under Management5,736MILLIONS
-
Total Number of Accounts25,612ACCOUNTS
-
Average Account Value$223,952
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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