Kimberly Nichols
Kimberly Nichols is a registered investment advisor at LPL Financial LLC, based in Richmond, VA, with 10 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
2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other Business Activities
Kimberly operates WealthCare Partners as a DBA for her LPL business. She also provides administrative support to Wealthcare Advisory Partners, an independent investment advisor firm, dedicating full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Wealthcare Capital Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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.