Nicholas
Bertell
Redwood Coast Financial Partners
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About this Advisor
Nicholas Bertell is a financial advisor based in Eureka, California, working with Redwood Coast Financial Partners. Nicholas has previously held positions at Summit Brokerage Services Inc, Summit Financial Group Inc, Redwood Coast Financial Partners, and Cetera Advisor Networks LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Nevada, New Jersey, and Texas. Currently, Nicholas is part of Redwood Coast Financial Partners, which operates out of Eureka, California. The firm has 3 offices and 6 employees. The firm manages assets totaling $136.3 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Redwood Coast Financial Partners includes asset-based fees.
Certifications and Registrations
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Redwood Coast Financial Partners Brokerage Details
$136,254,000
6
932
$146,195
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Nicholas Bertell Work History
Redwood Coast Financial Partners
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Summit Brokerage Services Inc
Summit Financial Group Inc
Disclosures
Please visit the SEC profile of Nicholas Bertell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Redwood Coast Financial Partners
Blackwood, NJ
Eureka, CA
Eureka, CA
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