TrueAdvisor
TrueAdvisor
NK
NK

Nicole T Kerstner

Financial Advisors Network, INC.
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Financial Advisors Network, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
809 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$954.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

1432 Edinger Avenue, Suite 200, Tustin, CA, 92780

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History

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.

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Employment History
Current Registrations
Financial Advisors Network, INC.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
UBS Financial Services INC.
February 2020 - September 2024 · 4 yrs 7 mos
UBS Financial Services INC.Broker
February 2020 - September 2024 · 4 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.