Andrew
Nickerson

Eagle Financial Strategies

CRD#6647418
Investment Advisor
in Bangor, ME

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About this Advisor

Andrew Nickerson is a chartered financial consultant operating in Bangor, Maine with a total of 4 years of industry experience. Nickerson works at Eagle Financial Strategies. During their career, Nickerson has held roles at Bangor Savings Bank, Eastern Maine Healthcare Systems, Orono House Of Pizza, Wells Fargo Advisors, Part Time Student and Eagle Financial Strategies. Nickerson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Maine and Texas. Eagle Financial Strategies is a registered investment business that has its headquarters in Bangor, ME. It administers $103 million in assets under management among its 475 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 475 customer accounts, just 8% are associated with high-net-worth investors who have more than $1 million in investable assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Eagle Financial Strategies can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One Cumberland Place Suite 204
Bangor, ME 04401

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Eagle Financial Strategies Brokerage Details

Total Assets Under Management

$103,166,124

ME Average: $618,328,769
Total Number of Employees

5

ME Average: 10
Total Number of Accounts

475

ME Average: 975
Average Account Size

$217,192

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Nickerson Work History

Andrew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Eagle Financial Strategies

2018 - Present (6 years)

Part Time Student

2016 - 2018 (2 years)

Wells Fargo Advisors

2015 - 2016 (1 year)

Bangor Savings Bank

2015 - 2015 (< 1 year)

Eastern Maine Healthcare Systems

2011 - 2015 (4 years)

Orono House Of Pizza

*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 Andrew Nickerson 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 Eagle Financial Strategies

David Robbins
Bangor, ME
Andrew Nickerson
Bangor, ME
Richard Nickerson
Bangor, ME

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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