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Nichole Christine Ake

CONDERA ADVISORS, LLC·HOUSTON, Texas
SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 99TOClean recordCONDERA ADVISORS, LLC
1330 POST OAK BLVD, HOUSTON, TX 77056-3309CRD# 2270871Firm CRD# 137045

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nichole Christine Ake · HOUSTON, TX
Registration
CRD #2270871 · CONDERA ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 57TO
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
USCA ASSET MANAGEMENT LLC
CRD 137045 · SEC 801-64873
AUM
$205M
Regulatory assets under management
Employees
6
26 client accounts
Services offered by USCA ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at USCA ASSET MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Nichole Christine Ake offer?
Nichole Christine Ake specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Nichole Christine Ake's credentials?
Nichole Christine Ake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nichole Christine Ake located?
Nichole Christine Ake is based in HOUSTON, Texas, working with CONDERA ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Nichole Christine Ake charge for services?
Nichole Christine Ake's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONDERA ADVISORS, LLC?
CONDERA ADVISORS, LLC has approximately 6 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Patrick Michael Mendenhall
HOUSTON, TX
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HOUSTON, TX
CFA
David Lee Solomon
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Steve Howell Gott
HOUSTON, TX
Philip John Pilibosian
HOUSTON, TX

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