Nicolette Financial Advisors LLC

Nicolette Financial Advisors LLC (CRD# 146429) is a financial advisory firm headquartered in , . They manage $9,058,865 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $431,375
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Nicolette Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan A. Nicolette
CRD#: 5485469
Palmyra, VA
93
Wealthminder
score

Alan Nicolette (CRD# 5485469) is an Investment Advisor Representative working at Nicolette Financial Advisors LLC in Palmyra, VA and has over 8 years of experience in the finance industry.

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