Nicole Yankauskas
CRD Number: 6347861Current Firm: Avalon Wealth Advisory, Inc.
Compensation Model: Fee Only
Nicole Yankauskas (CRD# 6347861) is an Investment Advisor Representative working at Avalon Wealth Advisory, Inc. in Indianapolis, IN and has 7 years of experience in the finance industry. Nicole Yankauskas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avalon Wealth Advisory, Inc. | Indianapolis, IN | May 2011 - Current | 12 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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)
FL, IL, IN
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