Joshua Nichols, financial advisor Whitney Point NY

Joshua Nichols

CRD Number: 7426976
Current Firm: S.e.e.d. Planning Group, LLC

Joshua Nichols (CRD# 7426976) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has 1 year of experience in the finance industry.

Similar Advisors
Lisa Anderson, financial advisor Whitney Point NY
Lisa R. Anderson
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Richard Barber, financial advisor Whitney Point NY
Richard J. Barber
CRD# 4286870
Lpl Financial LLC
Similar Advisors
Paul Beikirch, financial advisor Whitney Point NY
Paul E. Beikirch
CRD# 1102260
Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
S.e.e.d. Planning Group, LLC Binghamton, NY Aug 2021 - Current < 1
S.e.e.d. Planning Group Binghamton, NY Apr 2021 - Current 1
Johnson, Lauder & Savidge, LLP Binghamton, NY Jan 2021 - Apr 2021 < 1
Binghamton University Binghamton, NY Aug 2017 - Dec 2020 3
Doordash Binghamton, NY Jul 2020 - Jul 2020 < 1
N/a Binghamton, NY Aug 2019 - Jul 2020 < 1
Rob's Market Hallstead, PA May 2016 - Aug 2019 3
Kirkwood United Methodist Church Kirkwood, NY May 2016 - Aug 2018 2
Binghamton Rumble Ponies Binghamton, NY Apr 2016 - Aug 2018 2
Susquehanna Valley High School Conklin, NY Sep 2013 - Jun 2017 3
Richard T Stank Middle School Conklin, NY Sep 2010 - Jun 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Joshua W. Nichols
Phone Number: (607) 217-5091
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    1,106
    ACCOUNTS
  • Average Account Value
    $298,297
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

CT, FL, NC, NY, OR, PA, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.