Roger
Nicholls

Best Life Infinity, LLC

CRD#1832447
Investment Advisor
in Boise, ID

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About this Advisor

Roger Nicholls is a financial advisor based out of Boise, Idaho. Nicholls works at Best Life Infinity, LLC. Throughout their career, they have worked at Cetera Advisors LLC, Ameriprise Financial Services, Inc, Legacy Wealth Management, LLC, Kms Financial, Echelon Group, Ran Consulting, Arbor Point Advisors, H & H Retirement Design & Management, Inc, Investment Advisor Group and Best Life Infinity, LLC. Nicholls holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Idaho. Best Life Infinity, LLC is an advisory company based in Colorado Springs, CO. The company has a total of six people on staff. Best Life Infinity, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, security rating services and educational seminars. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Best Life Infinity, LLC likely include some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Boise, ID

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Best Life Infinity, LLC Brokerage Details

Total Number of Employees

6

ID Average: 28

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Roger Nicholls Work History

Roger has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Best Life Infinity, LLC

2021 - Present (3 years)

Investment Advisor Group

2021 - 2021 (< 1 year)

H & H Retirement Design & Management, Inc

2020 - 2021 (1 year)

Kms Financial

2020 - 2021 (1 year)

Echelon Group

2020 - 2021 (1 year)

Arbor Point Advisors

2017 - 2020 (3 years)

Ran Consulting

2016 - 2016 (< 1 year)

Ameriprise Financial Services, Inc

2016 - 2017 (1 year)

Legacy Wealth Management, LLC

2015 - 2016 (1 year)

Cetera Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Roger Nicholls 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 Best Life Infinity, LLC

Roger Nicholls
Boise, ID
Heather Thompson
Walpole, NH
Eric Jackson
Colorado Springs, CO
Clark Milner
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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