Unclaimed Profile

Nicole Lynn Felts

NAPLES GLOBAL ADVISORS LLC·NAPLES, Florida

Clean recordNAPLES GLOBAL ADVISORS LLC

720 5TH AVENUE SOUTH, NAPLES, FL 34102CRD# 4229237Firm CRD# 158544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicole Lynn Felts · NAPLES, FL

Registration

CRD #4229237 · NAPLES GLOBAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nicole Lynn Felts is a registered financial advisor based in NAPLES, Florida, affiliated with NAPLES GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

NAPLES GLOBAL ADVISORS LLC

NAPLES GLOBAL ADVISORS

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NAPLES GLOBAL ADVISORS LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4229237

Firm CRD# 158544

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicole Lynn Felts offer?

Nicole Lynn Felts specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Nicole Lynn Felts's credentials?

Nicole Lynn Felts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicole Lynn Felts located?

Nicole Lynn Felts is based in NAPLES, Florida, working with NAPLES GLOBAL ADVISORS LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Nicole Lynn Felts charge for services?

Nicole Lynn Felts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAPLES GLOBAL ADVISORS LLC?

NAPLES GLOBAL ADVISORS LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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