Nicole Narkus
Nicole Narkus is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Clemens, MI, with 12 years of industry experience. Nicole is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
21 N Main Street, Mount Clemens, MI, 48043
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Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Nicole is the CEO of Anchored in Faith Wealth Management, where she provides financial planning, investment management, and insurance services, dedicating about a quarter to half of her time. She also owns Nicole Faith Financial Services LLC, where she provides similar services, also dedicating about a quarter to half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations10 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
More Advisors
- John Kashinsky, CFPSpc