Niccole Palacios, financial advisor The Villages FL

Niccole Palacios

CRD Number: 7080739
Current Firm: Alexander Capital Wealth Management LLC

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.

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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
Contact Info for Niccole M. Palacios
Phone Number: 212-687-5650
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $227,476
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NH, NJ, NY, OR, PA, SC, TX, WA

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