Niccole Palacios (CRD# 7080739) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in The Villages, FL and has over 5 years of experience in the finance industry.
CRD# 2882852
Pnc Investments
CRD# 1613290
Lpl Financial LLC
CRD# 5563678
Missionsquare Retirement
Company Name | Location | Dates | Years |
---|---|---|---|
Alexander Capital | Red Bank, NJ | Mar 2024 - Current | < 1 |
Edward Jones | St Louis, MO | Mar 2019 - Mar 2024 | 5 |
Us Bank | Santa Barbara, CA | Jan 2017 - Mar 2019 | 2 |
Guaranteed Rate | Los Angeles, CA | May 2016 - Jan 2017 | < 1 |
Bank Of The West | Santa Monica, CA | Aug 2011 - Apr 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- FL
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NH, NJ, NY, OR, PA, SC, TX, WA
About Wealthminder
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 derived from SEC.gov data covering 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.
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.