Nicolette Financial Advisors LLC

Nicolette Financial Advisors LLC (CRD# 146429) is a financial advisory firm headquartered in , . They manage $19,238,336 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.nicolettefinancial.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $213,759
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Nicolette Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Nicolette, financial advisor Charlottesville VA
Alan A. Nicolette
CRD#: 5485469
Charlottesville, VA

Alan Nicolette (CRD# 5485469) is an Investment Advisor Representative working at Nicolette Financial Advisors LLC in Charlottesville, VA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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