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RN

Richard H. Nickles

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CRD#: 853330
RN

Professional summary


Richard Hatfield Nickles II was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Richard is a previously registered financial advisor and started their career in finance in 1978. Prior to being barred, Richard had worked at 10 firms, which includes INNOVATIVE ADVISORY SERVICES LLC, ISLAND TRADING, SECURITIES SERVICE NETWORK LLC, SUNAMERICA SECURITIES INC., SECURITIES AMERICA INC., LINCOLN NATIONAL PENSION INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, OSAIC FA INC., CADARET GRANT & CO. INC., TRANSAMERICA FINANCIAL ADVISORS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Hatfield Nickles | Rick Nickles

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

May 17, 2004 - December 31, 2010

INNOVATIVE ADVISORY SERVICES, LLC

RIA
CRD#: 130945
YORBA LINDA, CA
Past

February 21, 2002 - March 2, 2009

ISLAND TRADING

BD
CRD#: 111468
YORBA LINDA, CA
Past

September 12, 1997 - April 10, 2002

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

February 28, 1997 - September 17, 1997

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 3, 1990 - February 28, 1997

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 12, 1988 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

April 12, 1988 - February 1, 1990

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

April 12, 1988 - February 1, 1990

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 30, 1983 - May 4, 1988

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
Past

June 21, 1978 - September 12, 1983

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600

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
RR
Series 63
Date: 7/19/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/12/1978
Registered Representative Examination
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


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

Company Information


No current employment

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