Sherri Nichelson, financial advisor Fort Worth TX

Sherri Nichelson

CRD Number: 7248926
Current Firm: First Command Advisory Services

Sherri Nichelson (CRD# 7248926) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
First Command Brokerage Services, Inc. Fort Worth, TX Jun 2022 - Current 1
First Command Advisor Services, Inc. Fort Worth, TX Jun 2022 - Current 1
First Command Insurance Services, Inc. Fort Worth, TX Jun 2022 - Current 1
Self Employed: Mary Kay Independent Beauty Consultant Rock Hill, SC Aug 2019 - Current 4
First Command Brokerage Services, Inc. Fort Worth, TX Mar 2022 - Jun 2022 < 1
Guardian Christian Academy Chesterfield, VA Feb 2022 - May 2022 < 1
Self Employed: Private Tutor Rock Hill, SC May 2017 - Jun 2021 4
First Command Financial Services Fort Worth, TX Apr 2020 - Aug 2020 < 1
Self Employed: Sat Prep Workshop Planner/teacher Rock Hill, SC Aug 2019 - Mar 2020 < 1
Vipkid Rock Hill, SC Feb 2018 - Jan 2019 < 1
Providence Classical Christian School Rock Hill, SC Aug 2017 - May 2018 < 1
Westminster Catawba Christian School Rock Hill, SC Aug 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Sherri L. Nichelson
Phone Number: 817-731-8621
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    15,725
    MILLIONS
  • Total Number of Accounts
    105,424
    ACCOUNTS
  • Average Account Value
    $149,159
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
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, WY

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