Nicole Seghetti
CRD Number: 4782867Current Firm: Luminary Financial Planning
Compensation Model: Fee Only
Nicole Seghetti, CFP® (CRD# 4782867) is CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative. She is the founder of Luminary Financial Planning in Modesto, CA, a fee-only boutique firm serving savvy women and their families. We help unburden you by simplifying the financial planning process. Ultimately, our success lies in your financial peace of mind. Nicole has over a dozen years of experience in the finance industry. She is interested in seeing how she can help you plan for -- and achieve -- your desired future.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seghetti Holdings | Modesto, CA | Sep 2013 - Current | 10 |
| Seghetti Holdings LLC | Modesto, CA | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- CA
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Total Assets Under Management22MILLIONS
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Total Number of Accounts62ACCOUNTS
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Average Account Value$356,659
- 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
CA
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