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Nicole Louise Roberts

RH ADVISORS, LLC·FARMINGTON, Utah
Unclaimed Profile
630 N MAIN STREET, FARMINGTON, UT 84025CRD# 6025708Firm CRD# 293909
01

About

Nicole Louise Roberts is a registered financial advisor based in FARMINGTON, Utah, affiliated with RH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RH ADVISORS, LLC
ROCK HOUSE FINANCIAL
AUM
$215M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at RH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6025708
Firm CRD# 293909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicole Louise Roberts offer?
Nicole Louise Roberts specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Utah for a consultation.
What are Nicole Louise Roberts's credentials?
Nicole Louise Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Louise Roberts located?
Nicole Louise Roberts is based in FARMINGTON, Utah, working with RH ADVISORS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Nicole Louise Roberts charge for services?
Nicole Louise Roberts's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RH ADVISORS, LLC?
RH ADVISORS, LLC has approximately 10 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FARMINGTON
Andrew James Robbins — MORETON ASSET MANAGEMENT, LLCJordan Christopher Hansen — MORETON ASSET MANAGEMENT, LLCJason Mark Williams — MORETON ASSET MANAGEMENT, LLCRobert Paul Aamodt — RH ADVISORS, LLCWilliam Roger Moreton — MORETON ASSET MANAGEMENT, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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