David Nicholson
David Nicholson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Norwood, MA, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
89 Access Road, Ste. C, Norwood, MA, 02062
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
David is the owner of Nicholson Financial Services, Inc., but spends minimal time on it. He also works as a Varsity Lacrosse Head Coach at Ursuline Academy, dedicating about a quarter to half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Gkn Securities CORP.Broker
Chatfield Dean & CO., INC.Broker
State Registrations28 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.
Exams
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