Rachel
Nicholas
Saturna Capital Corporation
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About this Advisor
Rachel Nicholas is a financial advisor based out of Henderson, Nevada, who has 1 year of industry experience. Nicholas is an advisor for Saturna Capital Corporation. Their career trajectory has included roles at Postmates, Saturna Trust Company, Saturna Brokerage Services, Angel Play Records, Door Dash, Childers & Coventry, LLC, Culinary Pros and Bankerslife. Nicholas holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Michigan, Nevada, Texas, Virginia and Washington. Saturna Capital Corporation is a registered investment business operating out of Bellingham, WA. The company has a total of 73 financial advisors. It manages $5 billion in assets across its 117 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 117 accounts, 42% belong to high-net-worth investors who have at least $1 million in assets. Saturna Capital Corporation performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Financial advisory fee schedules typically vary depending on which service is provided. Fees charged by Saturna Capital Corporation most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$5,150,693,205
73
117
$44,023,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Rachel Nicholas Work History
Rachel has been registered as a financial advisor for 1 years.*
Saturna Trust Company
Saturna Brokerage Services
Saturna Trust Company
Postmates
Door Dash
Childers & Coventry, LLC
Angel Play Records
Culinary Pros
Bankerslife
*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 Rachel Nicholas 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 Saturna Capital Corporation
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Henderson, NV
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