AN
CFP
AN
CFP

Anthony Nichols

9 Years of Experience
Conshohocken, PA
Broker

Anthony Nichols is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Conshohocken, PA, with 9 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

One Fayette St Ste 200, Two Tower Bridge, Conshohocken, PA, 19428

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors
January 2024 - Present · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
June 2017 - December 2023 · 6 yrs 6 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAHIIAILINKSKYMAMDMEMIMOMTNCNHNJNMNYPARISCTNTXVAWI
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.
More Advisors