Nathan Cody Nicholas
Miembro del Comité de Inversión en Pure Financial Advisors, Inc. .
Perfil
Mr. Nathan C.
Nicholas, CFA, is a Director of Portfolio Management at Pure Financial Advisors, Inc. He is directly responsible for managing our investment strategies, investment process and analyzing client portfolios.
He is also a member of the Investment Committee and monitors the recommend investment holdings.
He has over ten years of investment experience.
Prior to joining Pure Financial, Mr. Nicholas worked at TD Ameritrade consulting with advisors and developing rebalancing software.
Mr. Nicholas graduated from California State University, Long Beach with a Bachelor of Science in Finance, Real Estate, and Law.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Diego.
Cargos activos de Nathan Cody Nicholas
Empresas | Cargo | Inicio |
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Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Miembro del Comité de Inversión | 01/02/2015 |
Formación de Nathan Cody Nicholas.
The California State University | Undergraduate Degree |
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Empresas privadas | 1 |
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Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Finance |
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