Nicole Duvall, financial advisor McLean VA
93 score

Nicole Duvall

CRD Number: 3045736
Current Firm: Strategic Advisers, Inc.

Nicole Duvall (CRD# 3045736) is an Investment Advisor Representative working at Strategic Advisers, Inc. in McLean, VA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Alexandria, VA Oct 2010 - Current 6
Wachovia Securities, LLC Mclean, VA Sep 2008 - Oct 2010 2
Wachovia Insurance Services Washington, DC Jul 2007 - Sep 2008 1
State Farm Vp Management Corp. Virginia Beach, VA Feb 1997 - Jun 2007 10
State Farm Insurance Virginia Beach, VA Jul 1994 - Jun 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Nicole S. Duvall
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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