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Nicole Gallimore

18 Years of Experience
Tempe, AZ
1 DisclosureBroker

Nicole Gallimore is a registered investment advisor at Edward Jones, based in Tempe, AZ, with 18 years of industry experience. Nicole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8620 South River Parkway, Tempe, AZ, 85284

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History

Regulatory History (1)
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Judgment / Lien
May 2018
Other Business Activities

Nicole is the owner of RG Entertainments, a games business in Chandler, AZ, since April 2024. The business is not currently in operation and requires minimal time commitment.

Employment History
Current Registrations
Edward Jones
June 2009 - Present · 17 yrs 4 mos
Edward JonesBroker
December 2008 - Present · 17 yrs 10 mos
Previous Registrations
Vanguard Marketing CorporationBroker
September 1999 - November 2000 · 1 yr 2 mos
State Registrations2 states
AZMO
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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