Richard
Nickerson

Eagle Financial Strategies

CRD#3245645
Investment Advisor
in Bangor, ME

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About this Advisor

Richard Nickerson is a financial advisor based in Bangor, Maine, working with Eagle Financial Strategies. Richard has previously held positions at Lpl Financial LLC, Camden National Bank, and Eagle Financial Strategies. Richard has passed the Series 66 regulatory exam and is registered to provide services in Florida, Maine, and Texas. Currently, Richard is part of Eagle Financial Strategies, which operates out of Bangor, Maine. The firm has 6 employees and manages assets totaling $117.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Eagle Financial Strategies includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

$117,224,874

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

6

ME Average: 10
Total Number of Accounts

497

ME Average: 975
Average Account Size

$235,865

ME Average: $634,183

Investment Advisory Services

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

Richard Nickerson Work History

2019 - Present (6 years)

Eagle Financial Strategies

2008 - 2019 (11 years)

Lpl Financial LLC

2008 - 2019 (11 years)

Camden National Bank

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard 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

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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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