NB
NB

Nicole Boniface

21 Years of Experience
Houston, TX
Broker

Nicole Boniface is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

500 Dallas Street, Suite 3400, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Nicole is the treasurer and board member for the Lake Creek Royals Booster Club, dedicating minimal time to managing the finances for her daughter's high school dance team. She also owns Madison Lane Studios, a photography business, since 2008, also dedicating minimal time to it.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
December 2009 - September 2019 · 9 yrs 9 mos
Morgan Stanley
December 2009 - September 2019 · 9 yrs 9 mos
UBS Financial Services INC.
June 2005 - December 2009 · 4 yrs 6 mos
UBS Financial Services INC.Broker
April 2005 - December 2009 · 4 yrs 8 mos
Financial Network Investment CorporationBroker
August 2004 - December 2004 · 4 mos
State Registrations1 state
TX
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.