Nicholas Kakas (CRD# 4502836) is an Investment Advisor Representative working at Lpl Financial LLC in Littleton, MA and has over 21 years of experience in the finance industry.
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 5839878
Fidelity Personal And Workplace Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Digital Investment Services | Marlborough, MA | Jun 2018 - Current | 5 |
| Lpl Financial, LLC | Marlborough, MA | Jun 2011 - Current | 12 |
| Digital Federal Credit Union | Marlborough, MA | Jun 2011 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- MA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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