Sherri NichelsonCRD 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.
Osaic Wealth, Inc.
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management15,725MILLIONS
Total Number of Accounts105,424ACCOUNTS
Average Account Value$149,159
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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