Nicholas Lobdell
Nicholas Lobdell is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 3 years of industry experience. Nicholas 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
Firm Size
IM Fee
Assets Under Management
Location
1415 Dillingham Blvd #204, Honolulu, HI, 96817
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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
Nicholas works as an insurance agent, selling and servicing fixed insurance products such as term, whole, and universal life, as well as fixed and fixed indexed annuities. This takes about 10-20% of Nicholas's time, with some of those hours occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations1 state
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