Nicholas RossolilloCRD Number: 5381493
Current Firm: Concinnity Financial Inc.
Nicholas Rossolillo (CRD# 5381493) is an Investment Advisor Representative working at Concinnity Financial Inc. in Spokane, WA and has over 4 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Concinnity Financial Inc.||Spokan, WA||Jun 2015 - Current||1|
|Lpl Financial, LLC||Spokane, WA||Oct 2014 - Jun 2015||< 1|
|Edward Jones||St Louis, MO||Mar 2012 - Oct 2014||2|
|Northern Arizona Restoration||Flagstaff, AZ||Mar 2011 - Mar 2012||1|
|Western Technologies, Inc.||Flagstaff, AZ||Mar 2008 - Mar 2011||3|
|Dutch Brew Coffee||Lake Havasu City, AZ||Sep 2005 - Mar 2008||2|
|Edward Jones||Lake Havasu City, AZ||Jun 2007 - Dec 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management5MILLIONS
Total Number of Accounts85ACCOUNTS
Average Account Value$52,941
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.