Barry Nicholson

Barry Nicholson Email and Phone Number

Business Development Officer, Schwab Advisor Services @ Charles Schwab
San Francisco
Barry Nicholson's Location
Corona del Mar, California, United States, United States
Barry Nicholson's Contact Details

Barry Nicholson work email

Barry Nicholson personal email

n/a
About Barry Nicholson

I consult with advisors who are ready to fuel their independent spirit, drive their own business growth, and realize their career goals through the Registered Investment Advisor (RIA) model. My experience has reinforced my belief that when financial advisors take control of their own future, they can help create better outcomes for their clients. By understanding each advisor’s unique needs and goals, I ensure they are supported in whatever path towards independence they choose. I realize the opportunities and challenges advisors face, uncovering what they need to know and do – overcoming any obstacles together. That’s why when our advisors succeed, we succeed.For over 30 years, Schwab has helped thousands of advisors shape their own destiny in their quest toward independence. My goal is to deliver the strategic guidance and innovative solutions that will help advisors navigate their own transition in building a business that thrives. Advisors we work with share many ideals; integrity, accountability and an entrepreneurial drive—but at the core is a passion for delivering the best client experience possible. At Schwab, we share this passion, and I believe this is why more independent RIAs rely on us than any other custodian. You’ve helped your clients prepare for their future, now it’s time to let us help you prepare for yours. If you’d like to know more about becoming an independent RIA, and how Schwab Advisor Services can help, contact me at (949) 375-4365 or reach out to me via email at barry.nicholson@schwab.com.

Barry Nicholson's Current Company Details
Charles Schwab

Charles Schwab

View
Business Development Officer, Schwab Advisor Services
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Barry Nicholson Work Experience Details
  • Charles Schwab
    Business Development Officer
    Charles Schwab Dec 2011 - Present
    Westlake, Texas, Us
    Account specific questions and transactions cannot be addressed in this forum; please call 877-687-4085. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials regarding services of Registered Investment Advisors or Advisory Services are prohibited. Any other third-party testimonial provided may not be representative of the experience of other clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab © 2017 Charles Schwab Corporation. All rights reserved. Unauthorized access is prohibited.
  • Pershing Advisor Solutions, An Affiliate Of Bny Mellon
    Vice President
    Pershing Advisor Solutions, An Affiliate Of Bny Mellon Nov 2008 - Nov 2011
    Jersey City, New Jersey, Us
  • Bear Stearns, Global Clearing Services
    Associate Director
    Bear Stearns, Global Clearing Services May 2006 - Oct 2008
  • Td Ameritrade Institutional
    Vice President, Sales
    Td Ameritrade Institutional Jan 2002 - May 2006
    Jersey City, New Jersey, Us
  • Eplanning Securities/Eplanning Advisors
    Vice President
    Eplanning Securities/Eplanning Advisors Jul 1999 - Dec 2001
  • Robertson Stephens Investment Management
    Operations Manager
    Robertson Stephens Investment Management Jun 1996 - Jul 1999

Barry Nicholson Skills

Series 7 Investments Series 63 Wealth Management Alternative Investments Mutual Funds Securities Investment Strategies Investment Advisory Portfolio Management Series 24 Equities Asset Managment

Barry Nicholson Education Details

  • University Of Oregon
    University Of Oregon
  • The University Of Kansas
    The University Of Kansas

Frequently Asked Questions about Barry Nicholson

What company does Barry Nicholson work for?

Barry Nicholson works for Charles Schwab

What is Barry Nicholson's role at the current company?

Barry Nicholson's current role is Business Development Officer, Schwab Advisor Services.

What is Barry Nicholson's email address?

Barry Nicholson's email address is ba****@****wab.com

What is Barry Nicholson's direct phone number?

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What schools did Barry Nicholson attend?

Barry Nicholson attended University Of Oregon, The University Of Kansas.

What skills is Barry Nicholson known for?

Barry Nicholson has skills like Series 7, Investments, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Portfolio Management, Series 24, Equities.

Who are Barry Nicholson's colleagues?

Barry Nicholson's colleagues are John Kang, Ladusta Robinette, Chris Candela, Erin Baxter, Mark Perkins, Giorgi Petriashvili, John Do.

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