Nicole
Brown-Griffin
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Nicole Brown-Griffin is a financial advisor based in Virginia Beach, Virginia, working with United Planners' Financial Services Of America A Limited Partner. Nicole has previously held positions at Late Bloom Advising, LLC, Workplace Options, Zeiders Enterprises, Inc, Late Bloom Divorce, LLC, Wealth Avenue, and United Planners Financial Services. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Nicole is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Virginia Beach, Virginia. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nicole Brown-Griffin Work History
Wealth Avenue
United Planners Financial Services
Late Bloom Divorce, LLC
Late Bloom Advising, LLC
Zeiders Enterprises, Inc
Late Bloom Advising, LLC
Workplace Options
Workplace Options
Disclosures
Please visit the SEC profile of Nicole Brown-Griffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
