William
Nichols

Bill Few Associates, Inc

CRD#5051844
Investment Advisor
in Pittsburgh, PA
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About this Advisor

William Nichols is a certified financial planner operating in Pittsburgh, Pennsylvania, who has been in the industry for 11 years. Nichols is currently employed by Bill Few Associates, Inc. Over the course of their career, they have held roles at Bill Few Associates, Inc and Bill Few Securities, Inc. Nichols has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Bill Few Associates, Inc is a financial advisory company that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in three locations and a total of 29 people on staff. It has $960 million in assets between its 3,101 accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advisory services to three charitable organizations. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which service is provided. However, fee types charged by Bill Few Associates, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

740 Washington Road
Pittsburgh, PA 15228

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

PA Average: $15,833,994,310
Total Number of Employees

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Nichols Work History

William has 11 years of experience.

2007 - Present (12 years)

Bill Few Associates, Inc

2007 - Present (12 years)

Bill Few Securities, Inc

Disclosures

William Nichols has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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