Donald W. Nicholson & Associates Ltd
Donald W. Nicholson & Associates Ltd (CRD# 107054) is a financial advisory firm headquartered in Wilmington, DE. They manage $140,856,647 in 144 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management141MILLION
Total Number of Accounts144ACCOUNTS
Average Account Value$978,171
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
DE, LA, NE, NJ, PA, TX
Donald Nicholson (CRD# 2572843) is an Investment Advisor Representative working at Donald W. Nicholson & Associates Ltd in Wilmington, DE and has over 22 years of experience in the finance industry. Donald Nicholson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Donald Nicholson (CRD# 1024239) is an Investment Advisor Representative working at Donald W. Nicholson & Associates Ltd in Wilmington , DE and has over 32 years of experience in the finance industry.