Nicole
George

Icma Retirement Corporation

CRD#5399651
Investment Advisor
in Denver, CO
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About this Advisor

Nicole George is a certified financial planner based out of Denver, Colorado, with 11 years of financial industry experience. George is currently employed by Icma Retirement Corporation. Throughout their career, they have worked at Charles Schwab & Co., Inc, Charles Schwab Bank and Icma Retirement Corporation. George maintains a Series 63 license, which qualifies them as a securities broker, and is able to work in Arizona and Colorado. Icma Retirement Corporation is a registered investment company operating in Denver, Colorado. It has $47 billion in assets under management among its 57 client accounts, making it one of the largest firms in the nation by assets under management. Icma Retirement Corporation performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Icma Retirement Corporation likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Denver, CO

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$46,526,514,113

CO Average: $4,886,152,200
Total Number of Employees

865

CO Average: 60
Total Number of Accounts

57

CO Average: 205
Average Account Size

$816,254,634

CO Average: $23,834,889

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Nicole George Work History

Nicole has 11 years of experience.

2013 - Present (6 years)

Icma Retirement Corporation

2010 - 2013 (3 years)

Charles Schwab Bank

2009 - 2009 (0 years)

Charles Schwab Bank

2007 - 2013 (6 years)

Charles Schwab & Co., Inc

Disclosures

Nicole George has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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