Nicholas Herb (CRD# 1679356) is an Investment Advisor Representative working at Tacoma Investment Group in Tacoma, WA and has over 36 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tacoma Investment Group | Tacoma, WA | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
- WA
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$291,558
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
WA
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