Nicholis
Cole
Pacer Advisors, Inc
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About this Advisor
Nicholis Cole is a financial advisor who works in Overland Park, Kansas, who has 1 year of relevant experience. Cole works at Pacer Advisors, Inc. Over the course of their career, they have held roles at Waddell & Reed Inc, Ivy Funds Distributor Inc, American Century Investment Services Inc, Performing Athletic Ability Testing, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fisher Investments, Pacer Financial, Inc and Pacer Advisors, Inc. Cole has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Pacer Advisors, Inc is a financial advisory business operating out of Malvern, PA. It manages $23 billion in assets across its 46 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Pacer Advisors, Inc provides portfolio management for investment companies. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Pacer Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacer Advisors, Inc Brokerage Details
$22,905,645,981
22
46
$497,948,826
Investment Advisory Services
- Portfolio management for investment companies
Nicholis Cole Work History
Nicholis has been registered as a financial advisor for 1 years.*
Pacer Financial, Inc
Pacer Advisors, Inc
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
American Century Investment Services Inc
Performing Athletic Ability Testing
Waddell & Reed Inc
Ivy Funds Distributor Inc
*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 Nicholis Cole 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 Pacer Advisors, Inc
Malvern, PA
Malvern, PA
Malvern, PA
Florence, KY
San Francisco, CA
Malvern, PA
Malvern, PA
Overland Park, KS
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