Nick Dell'aquila (CRD# 5024100) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Winston Salem, NC and has over 18 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Virtue Capital Management, LLC | Brentwood, TN | Jan 2019 - Current | 5 |
Dell'aquila Financial, Inc. | Winston-salem, NC | May 2011 - Current | 13 |
Dell'aquila Insurance Services, LLC | Winston-salem, NC | Aug 2012 - Dec 2019 | 7 |
Horter Investment Management LLC | Cincinnati, OH | Nov 2016 - Jan 2019 | 2 |
Equity Services Inc. Summit Advisory Group | Winston-salem, NC | May 2005 - Oct 2016 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2005 |
S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- NC
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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