Nicolette Financial Advisors LLC
Nicolette Financial Advisors LLC (CRD# 146429) is a financial advisory firm headquartered in , . They manage $17,934,647 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$747,277
- 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
Alan Nicolette (CRD# 5485469) is an Investment Advisor Representative working at Nicolette Financial Advisors LLC in Palmyra, VA and has over 10 years of experience in the finance industry.