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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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