Nickolas Gould is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
520 Capitol Mall Ste 750, Sacramento, CA, 95814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nickolas operates as CB&T Wealth Advisors, a DBA for his LPL business, and works as a Private Banking Relationship Manager for ZB, N.A., dedicating full-time hours to each. He also works in online sales, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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