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Nell Richeson Cordick

Bogart Wealth, LLC

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About Nell Richeson Cordick

Nell Richeson Cordick is a financial advisor registered with Bogart Wealth, LLC. Nell Cordick is also registered as an investment advisor representative in Texas and Virginia. Nell has been in the financial services industry for over 16 years. Nell's specializations include financial planning, portfolio management for individuals, and educational seminars. Nell holds the Series 6, 7, 24 and 65 licenses, and the SIE designation. Nell is also a Certified Financial Planner™. Before joining Bogart Wealth, LLC, Nell was employed by BB&T Securities, LLC and BB&T Investment Services, Inc.

Firm Information

Nell Cordick is currently registered with Bogart Wealth, LLC. Bogart Wealth, LLC is an investment advisor based in McLean, VA. The firm manages over $2.7 billion in assets for individuals, high-net-worth individuals, and charitable organizations. They offer financial planning and portfolio management services.
Bogart Wealth, LLC

2010 CORPORATE RIDGE

MCLEAN, VA 22102

$2.68B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nell Cordick’s Registration & Firm History

VA

04/08/2020 - Present

Bogart Wealth, LLC (MCLEAN VA)

VA

01/02/2018 - 12/31/2018

BB&T SECURITIES, LLC (MCLEAN VA)

VA

03/07/2006 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (MCLEAN VA)

NC

06/08/2004 - 12/31/2004

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 02/01/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2006

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nell Richeson Cordick.
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