Nicole
Karamales

Hmv Wealth Advisors, LLC

CRD#7621901
Investment Advisor
in Shreveport, LA

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About this Advisor

Nicole Karamales is a financial advisor based out of Shreveport, Louisiana who has 1 year of relevant experience. Karamales is an employee of Hmv Wealth Advisors, LLC. Their career trajectory has included roles at Heard, Mcelroy And Vestal, LLC/Hmv Wealth Advisors, LLC and Caddo Parish Schools - Captain Shreve High School. Karamales maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in Louisiana and Texas. Hmv Wealth Advisors, LLC is a financial advisory firm headquartered in Shreveport, LA. The investment advisory business has just three people on staff. It has $114 million in total assets among its 53 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 53 client accounts, 51% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a few services, such as portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on which service is provided. Fees charged by Hmv Wealth Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

333 Texas Street Suite 1525
Shreveport, LA 71101

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Hmv Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$113,633,267

LA Average: $486,181,852
Total Number of Employees

3

LA Average: 13
Total Number of Accounts

53

LA Average: 722
Average Account Size

$2,144,024

LA Average: $673,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Nicole Karamales Work History

Nicole has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Heard, Mcelroy And Vestal, LLC/Hmv Wealth Advisors, LLC

2007 - 2021 (14 years)

Caddo Parish Schools - Captain Shreve High School

*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 Nicole Karamales 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 Hmv Wealth Advisors, LLC

Roderick Williams
Shreveport, LA
Nicole Karamales
Shreveport, LA
Dwight Pugh
Shreveport, LA

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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