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CFP

Nicholas Accordino

J. W. Cole Advisors, INC.
41 Years of Experience
State College, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Nicholas Accordino is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in State College, PA, with 41 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
491 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1524 State College Ave., State College, PA, 16801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicholas is an agent selling fixed insurance products since 2007, dedicating about a quarter of his time to this activity. He also operates under the DBA Diversified Asset Planners.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
February 2017 - Present · 9 yrs 8 mos
J.W. Cole Financial, INC.Broker
January 2007 - Present · 19 yrs 9 mos
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
July 1998 - January 2007 · 8 yrs 6 mos
Centennial Capital Management, INC.Broker
May 1997 - July 1998 · 1 yr 2 mos
World Invest CorporationBroker
August 1990 - May 1997 · 6 yrs 9 mos
Global Investor Securities, INC.Broker
November 1987 - August 1990 · 2 yrs 9 mos
Chubb Securities CorporationBroker
March 1985 - August 1987 · 2 yrs 5 mos
State Registrations13 states
DEFLMDMIMOMTNCNYPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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