Nicole Avery-Young, financial advisor Springfield MO

Nicole Avery-Young

CRD Number: 3110268
Current Firm: Benjamin F. Edwards & Company, Incorporated

Nicole Avery-Young (CRD# 3110268) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Springfield, MO and has over 22 years of experience in the finance industry.

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Pension Consultants Inc.
Company Name Location Dates Years
Benjamin F. Edwards & Company Springfield, MO Mar 2017 - Current 4
Bolivar R-1 School District Bolivar, MO Jan 2017 - Mar 2017 < 1
Unemployed Boilivar, MO Sep 2016 - Jan 2017 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2016 1
Morgan Stanley Springfield, MO May 2014 - Sep 2016 2
The Printed Page Bookstore, LLC Bolivar, MO Jan 2013 - Mar 2014 1
Benjamin F. Edwards & Company, Inc. Clayton, MO Aug 2009 - Dec 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Nicole A. Avery-Young
Phone Number: 314-726-1600
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    9,790
    MILLIONS
  • Total Number of Accounts
    32,187
    ACCOUNTS
  • Average Account Value
    $304,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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