Nycole
Freer
Origin Investment Advisory LLC
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About this Advisor
Nycole Freer is a financial advisor based in Boston, Massachusetts, working with Origin Investment Advisory LLC. Nycole has previously held positions at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Laurel Mann, Guess By Marciano, J.P.Morgan Securities LLC, Purus Wealth Management, Eden Financial, LLC, Nordstrom, Aliso Viejo Chamber Of Commerce, and Origin Investment Advisory LLC. Nycole has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Nycole is part of Origin Investment Advisory LLC, which operates out of Boston, Massachusetts. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nycole Freer Work History
Origin Investment Advisory LLC
Eden Financial, LLC
Nordstrom
Aliso Viejo Chamber Of Commerce
J.P.Morgan Securities LLC
Purus Wealth Management
Guess By Marciano
Laurel Mann
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Disclosures
Please visit the SEC profile of Nycole Freer 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 Origin Investment Advisory LLC
Charleston, SC
Boston, MA
Burleson, TX
Boston, MA
Fort Worth, TX
Ontario, CA
Crystal Lake, IL
Boston, MA
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