Whitney
Mcnicol
Cetera Investment Advisers LLC
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About this Advisor
Whitney Mcnicol is a financial advisor based in Louisville, Kentucky, working with Cetera Investment Advisers LLC. Whitney has previously worked with organizations including The Fillies, Inc, Ky One Health, Waddell & Reed Inc, Whitney Mcnicol, various insurance carriers for W&R Insurance Agencies, First Allied Securities, First Allied Advisory Services, First Allied Advisory Services, Inc, Cetera Advisors LLC, Mcnicol Maxwell LLC Dba Maxwell's House Of Music, Mhom Management Company, Mom's Music Inc, J Mac Entertainment Llp, Cetera Advisor Networks, and Cetera Investment Advisers LLC. Whitney has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Whitney is part of Cetera Investment Advisers LLC, which operates out of Louisville, Kentucky. The firm has 4,816 offices and 7,705 employees. Cetera Investment Advisers LLC manages assets totaling $163.8 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. Cetera Investment Advisers LLC offers asset-based, hourly, and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$163,792,814,520
7,705
584,487
$280,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Whitney Mcnicol Work History
Cetera Advisor Networks
Cetera Investment Advisers LLC
Mhom Management Company
Mom'S Music Inc
Mcnicol Maxwell LLC Dba Maxwell'S House Of Music
J Mac Entertainment Llp
Whitney Mcnicol
Cetera Advisors LLC
First Allied Advisory Services
First Allied Securities
First Allied Advisory Services, Inc
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed Inc
Ky One Health
The Fillies, Inc
Disclosures
Please visit the SEC profile of Whitney Mcnicol to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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