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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Lacoille is a registered investment advisor representative at Fidelity Personal AND Workplace Advisors. Nicholas Lacoille is licensed in Texas and Utah. Nicholas Lacoille has passed the Uniform Combined State Law Examination. Nicholas Lacoille has been in the industry since 2016. Nicholas Lacoille has experience with various clients including high-net-worth individuals, corporations and pension and profit-sharing plans. Nicholas Lacoille's firm is a large firm with over $1 billion but less than $10 billion in assets under management. Nicholas Lacoille's firm has approximately 13624 clients and a total of 818,776,100,963 dollars in regulatory assets under management. Nicholas Lacoille's firm has a broad client base with clients that include high-net-worth individuals, corporations, and pension and profit-sharing plans. Nicholas Lacoille's firm offers financial planning, educational seminars and selection of other advisers. Nicholas Lacoille's firm charges clients based on a percentage of assets and fixed fees.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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UT
01/13/2025 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
Active
Inactive
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