Nicholas BrinsonCRD Number: 5995634
Current Firm: Waddell & Reed
Nicholas Brinson (CRD# 5995634) is an Investment Advisor Representative working at Waddell & Reed in Tallahassee, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Various Insurance Carriers For W&r Insurance Agencies||Tallahassee, FL||May 2012 - Current||4|
|Waddell & Reed, Inc.||Tallahassee, FL||Nov 2011 - Current||5|
|Coppins, Monroe, Adkins, Dincman P.a.||Tallahassee, FL||Sep 2008 - Dec 2011||3|
|Student||Tallahassee, FL||Aug 2000 - Aug 2011||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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