Nichole Coyle
Nichole Coyle is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 14 years of industry experience. Nichole is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2300 St Clair Ave, Cleveland, OH, 44114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nichole sells fixed insurance products, including life, health, disability, fixed annuities, long-term care, and property & casualty, dedicating about 10-20% of her time. She is also involved in other businesses including a credit union, photography, insurance sales, financial planning, business education, and financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.
Exams
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