Nicholas Iammarino
Nicholas Iammarino is a CFP-designated registered investment advisor at Iammarino, Nicholas J., based in Carlsbad, CA, with 38 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services - $1,500 to $10,000, depending on the complexity of the plan or project and the range of services provided.
- Hourly financial planning and consulting services - $400 per hour.
Location
5860 Owens Ave Ste 230, Carlsbad, CA, 92008-5502
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas sells non-variable insurance products. He also provides financial planning and consulting services through Nicholas J Iammarino, spending minimal time on this activity, and operates a DBA for LPL business and shares office space for real estate rental purposes.
Employment History
Current Registrations
Iammarino, Nicholas J.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cigna Securities, INC.Broker
State Registrations18 states
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.