Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M
Fee Structure
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Contact
Nycole Berlyn Freer
Location
68 Harrison Avenue, Ste 605 Pmb 50966, Boston, MA, 02115-1929
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nycole is an independent consultant for Arbonne, a health and wellness company, and spends minimal time selling their products. She also dedicates minimal time to the Aliso Viejo Chamber of Commerce as a contractor, sending marketing emails and posting to social media.
Employment History
Current Registrations
Origin Investment Advisory LLC
April 2024 - Present · 1 yr 10 mos
Eden Financial
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
April 2016 - January 2023 · 6 yrs 9 mos
J.P. Morgan Securities LLCBroker
April 2016 - January 2023 · 6 yrs 9 mos
Waddell & Reed
June 2014 - February 2016 · 1 yr 8 mos
Waddell & ReedBroker
December 2013 - February 2016 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Contact
Nycole Berlyn Freer