Nicholas Doyle is a CFP-designated registered investment advisor, based in Phoenix, AZ, with 20 years of industry experience.
Location
1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016
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Regulatory History (1)
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Customer Dispute
March 2020Denied
Other Business Activities
Nicholas is a board member and partial owner of Foam Distributors, and 100% owner of Nicholas Doyle LLC (for tax purposes only). He is also a 50% owner of Matter Wealth Advisors, spending nearly full-time hours there, and a partial owner of Doyle's Foam Building LLC, a family-owned warehouse and office building.
Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
August 2013 - June 2019 · 5 yrs 10 mos
Foresters Financial Services, INC.Broker
June 2005 - June 2019 · 14 yrs
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.