NC
CFP
NC
CFP

Nichole Coyle

14 Years of Experience
Cleveland, OH
BrokerSells Insurance

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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

20333 Emerald Parkway, Cleveland, OH, 44125

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History

Regulatory History
Clean regulatory record

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.

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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
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2017 - June 2023 · 5 yrs 9 mos
Royal Alliance Associates, INC.Broker
November 2013 - March 2016 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
November 2011 - October 2013 · 1 yr 11 mos
State Registrations6 states
ALFLNCNMOHTX
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.
Nichole Coyle - Financial Advisor | TrueAdvisor