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Carol A. Henry-nicoll

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CRD#: 2228729
CH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carol Annette Henry-nicoll, who also goes by Carol Annette Henry, Carol An Henry-nicoll, Carol Annette Henrynicoll, Carol An Nicoll, Carol Nicoll, Carol Nicolle, was a registered financial professional .

Carol is a previously registered financial professional and started their career in finance in 1992. Carol had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 4, Series 53, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carol Annette Henry | Carol An Henry-Nicoll | Carol Annette Henrynicoll | Carol An Nicoll | Carol Nicoll | Carol Nicolle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 21, 2011 - December 31, 2012

MUTUAL SECURITIES, INC.

RIA
CRD#: 13092
CAMARILLO, CA
Past

October 21, 2011 - December 31, 2012

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
CAMARILLO, CA
Past

March 2, 2009 - May 17, 2010

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
LOS ANGELES, CA
Past

March 2, 2009 - May 17, 2010

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
LOS ANGELES, CA
Past

May 29, 2007 - February 26, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
GLENDALE, CA
Past

May 29, 2007 - February 26, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
GLENDALE, CA
Past

March 11, 2003 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
GLENDALE, CA
Past

February 5, 2003 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
GLENDALE, CA
Past

November 14, 1998 - February 5, 2003

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

April 23, 1997 - November 14, 1998

GLENFED BROKERAGE SERVICES

BD
CRD#: 13648
GLENDALE, CA
Past

August 13, 1996 - April 24, 1997

GRIFFIN FINANCIAL SERVICES

BD
CRD#: 10823
Past

November 29, 1994 - August 1, 1996

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

May 6, 1992 - August 4, 1994

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/23/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/19/1993
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


MS
MUTUAL SECURITIES, INC.
COWLES, SABOL & COMPANY, INCORPORATED | MUTUAL SECURITIES, INC. OF CALIFORNIA | MUTUAL SECURITIES, INC. | MUTUAL SECURITIES INC., OF CALIFORNIA | MUTUAL SECURITIES INC. OF CALIFORNIA

CRD#: 13092 / SEC#: 801-68443, 8-28580

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
807-a Camarillo Springs Road, Camarillo, CA 93012
Mailing Address
P.o. Box 2864, Camarillo, CA 93011
Phone number
(805) 764-6730
Established
California since 02/04/1982
Firm type
Corporation
Fiscal year end
June
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MUTUAL GROUP, INC.CORPORATION
CLAUSSEN, DAWN MARIECHIEF OPERATING OFFICER5445747
DAMIANI, NICHOLAS ARTHURCHIEF ADMINISTRATIVE OFFICER5669491
JASPER, AARON TCHIEF EXECUTIVE OFFICER5016734
SABOL, RYAN STEPHENMANAGING PRINCIPAL4419285
SHANNON, DEBRA DAWNCHIEF COMPLIANCE OFFICER5021297
VOSS, MITCHELL CRAIGCHAIRMAN1029100

Disclosures


Regulatory Event2
Arbitration8

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MUTUAL SECURITIES, INC.

CRD#: 13092

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