Unclaimed Profile

Nicole Evette Davis

NORTHWEST FINANCIAL ADVISORS LLC·HERNDON, Virginia

SIE, Series 7, Series 14, Series 24, Series 63, Series 65Clean record10 years registeredNORTHWEST FINANCIAL ADVISORS LLC

200 SPRING STREET, HERNDON, VA 20170CRD# 5282526Firm CRD# 166769

Profile Verification

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

Identity

Nicole Evette Davis · HERNDON, VA

Registration

CRD #5282526 · NORTHWEST FINANCIAL ADVISORS LLC · 10 years registered

Brand Profile

Not yet started

Career History

NORTHWEST FINANCIAL ADVISORS LLC

Jun 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 65

Registration record

First registered · June 22, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHWEST FINANCIAL ADVISORS LLC

CRD 166769 · SEC 801-77994

AUM

$1.7B

Regulatory assets under management

Employees

3,658 client accounts

Services offered by NORTHWEST FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NORTHWEST FINANCIAL ADVISORS LLC →

Introduction

Speak with Nicole

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nicole is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HERNDON?

Browse all registered financial advisors in HERNDON, Virginia or claim this profile if it's yours.

Browse HERNDON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nicole Evette Davis offer?

Nicole Evette Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HERNDON, Virginia for a consultation.

What are Nicole Evette Davis's credentials?

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

Where is Nicole Evette Davis located?

Nicole Evette Davis is based in HERNDON, Virginia, working with NORTHWEST FINANCIAL ADVISORS LLC. Their office serves clients in the HERNDON metropolitan area and surrounding communities.

How does Nicole Evette Davis charge for services?

Nicole Evette Davis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHWEST FINANCIAL ADVISORS LLC?

NORTHWEST FINANCIAL ADVISORS LLC has approximately 37 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →