Nicholas SongCRD Number: 6166602
Current Firm: Lpl Financial LLC
Nicholas Song (CRD# 6166602) is an Investment Advisor Representative working at Lpl Financial LLC in Lower Burrell, PA and has over 8 years of experience in the finance industry.
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Avantax Advisory Services
|Lpl Financial LLC||Lower Burrell, PA||May 2022 - Current||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2021 - Current||< 1|
|Cuna Mutual Group||Waverly, IA||Jun 2021 - Current||< 1|
|Mutual Of America Securities LLC||Pittsburgh, PA||Nov 2018 - Jun 2021||2|
|Unemployed||Pittsburgh, PA||Sep 2018 - Nov 2018||< 1|
|Chartwell Tsc Securities Corp.||Pittsburgh, PA||Oct 2016 - Sep 2018||1|
|Tsc Bank||Pittsburgh, PA||Oct 2016 - Sep 2018||1|
|Northwest Savings Bank||Pittsburgh, PA||Jul 2016 - Sep 2016||< 1|
|Unemployed||Pittsburgh, PA||Nov 2015 - Jun 2016||< 1|
|Cco Investment Services||Monroville, PA||Jan 2013 - Oct 2015||2|
|Citizensbank||Pittsburgh, PA||Jul 2011 - Jan 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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