Nicole Boren is a registered investment advisor, based in Evansville, IN, with 12 years of industry experience.
Location
21 SE Third Street, Ste 500, Evansville, IN, 47620
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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
Nicole is a financial planning consultant at Avantax Planning Partners and Avantax Insurance Agency, providing financial planning and insurance solutions. She also owns Always Leopard, LLC, a custom clothing business, and is a member of ANEW, a women's networking group.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations17 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.