Niccole
Palacios

Alexander Capital Wealth Management LLC

CRD#7080739
Investment Advisor
in The Villages, FL

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About this Advisor

Niccole Palacios is a financial advisor based in The Villages, Florida, working with Alexander Capital Wealth Management LLC. Niccole has previously held positions at Edward Jones, Us Bank, Guaranteed Rate, Bank Of The West, and Alexander Capital. Niccole has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Niccole is part of Alexander Capital Wealth Management LLC, which operates out of The Villages, Florida. The firm has 16 offices and 26 employees. The firm manages assets totaling $120.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Alexander Capital Wealth Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

11834 Cr 101, Suite 203
The Villages, FL 32162

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Alexander Capital Wealth Management LLC Brokerage Details

Total Assets Under Management

$120,789,910

FL Average: $10,121,009,343
Total Number of Employees

26

FL Average: 92
Total Number of Accounts

531

FL Average: 6,978
Average Account Size

$227,476

FL Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Niccole Palacios Work History

2024 - Present (0 year)

Alexander Capital

2019 - Present (5 years)

Edward Jones

2017 - 2019 (2 years)

Us Bank

2016 - 2017 (1 year)

Guaranteed Rate

2011 - 2016 (5 years)

Bank Of The West

Disclosures

Please visit the SEC profile of Niccole Palacios 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 Alexander Capital Wealth Management LLC

Scotty George
Red Bank, NJ
Jesus Quezada
Alhambra, CA
Wesley Heinrichs
Atlanta, GA
Steven Bencivenga
Red Bank, NJ
Paul Messina
Red Bank, NJ
James Boyle
Red Bank, NJ
James Mayes
Azusa, CA
Joseph Amato
Red Bank, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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