Nicholas KolataCRD Number: 5965673
Current Firm: Pfg Advisors
Nicholas Kolata (CRD# 5965673) is an Investment Advisor Representative working at Pfg Advisors in Peoria, AZ and has over 6 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Securities America, Inc.||Poway, CA||Oct 2017 - Current||< 1|
|Pfg Advisors||Poway, CA||Feb 2017 - Current||1|
|California Coast Credit Union||Poway, CA||Jan 2017 - Current||1|
|Lpl Financial LLC||Poway, CA||Jan 2017 - Oct 2017||< 1|
|Unionbanc Investment Services||Chula Vista, CA||May 2014 - Jan 2017||2|
|Union Bank||Chula Vista, CA||Nov 2013 - Jan 2017||3|
|Wells Fargo||San Diego, CA||Nov 2012 - Nov 2013||1|
|Edward Jones||St Louis, MO||Aug 2011 - Sep 2012||1|
|South Bay Fish And Grill||Chula Vista, CA||May 2008 - Aug 2011||3|
|Gourmet Events||Escondido, CA||Aug 2010 - Jun 2011||< 1|
|Espn X Games||Los Angeles, CA||Aug 2010 - Aug 2010||< 1|
|Cal State San Marcos University||San Marcos, CA||Aug 2007 - May 2008||< 1|
|Espn X Games||San Diego, CA||Apr 2008 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management223MILLIONS
Total Number of Accounts1,184ACCOUNTS
Average Account Value$188,595
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, IL, LA, MA, MI, MT, NC, NE, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, VT, WA
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