Donald W. Nicholson & Associates Ltd
Donald W. Nicholson & Associates Ltd (CRD# 107054) is a financial advisory firm headquartered in Wilmington, DE. They manage $143,340,168 in 168 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management143MILLION
Total Number of Accounts168ACCOUNTS
Average Account Value$853,215
- 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
- Pension consulting services
- Publication of periodicals or newsletters
DE, LA, 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 23 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 33 years of experience in the finance industry.