Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Baxter Bell is an investment advisor representative with Dunvegan Associates Inc. Nicholas has been in the industry since July 2010. Nicholas holds a Series 65 license and is registered to provide investment advisory services in California, North Carolina and Texas. The advisor has a history of working at Dunvegan Associates Inc in Santa Barbara, CA. Nicholas is currently working for Dunvegan Associates Inc. and is registered with the firm in Oakland, CA and SANTA BARBARA, CA. Dunvegan Associates Inc. provides portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
08/02/2023 - Present
Dunvegan Associates Inc. (Oakland CA)
IA
Issued 11/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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