Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bryce Anderson is a financial advisor with LPL Financial LLC, a firm with a strong national presence and over $463 Billion in assets under management. Nicholas has over 3 years of experience in the financial services industry. He holds Series 7TO and Series 63 licenses as well as the SIE exam. Nicholas specializes in providing financial planning, portfolio management for individuals and businesses and other non-discretionary advisory services to clients in Oregon and surrounding states. Prior to joining LPL Financial LLC, Nicholas worked at Crown Capital Securities, L.P.
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
OR
05/01/2024 - Present
LPL Financial LLC (PORTLAND OR)
OR
05/16/2020 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (PORTLAND OR)
BC
Issued 08/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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