Nicolette Walpole
Nicolette Walpole is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4021 Meadows Lane, Suite B, Las Vegas, NV, 89107
Get directionsHistory
Regulatory History (1)
Financial
December 2016Other Business Activities
Nicolette is an owner and financial advisor at Johnson Peterson & Walpole, LLC since 2021. She also serves as treasurer for LEAN - Local Equine Assistance Network, managing their finances using QuickBooks, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.Broker
Vanguard Marketing CorporationBroker
State Registrations22 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.