Unclaimed
Andrew Boyd Nuckolls is a financial advisor at LPL Financial LLC. Andrew is registered with the state of South Carolina and Pennsylvania. Andrew has been working in the financial services industry since October 28, 2017. Prior to joining LPL Financial LLC, Andrew worked at Vanguard Marketing Corporation. Andrew offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Andrew is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/06/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/18/2017 - 12/09/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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