Rachel
Nicholas

Saturna Capital Corporation

CRD#6208771
Investment Advisor
in Henderson, NV

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About this Advisor

Rachel Nicholas is a financial advisor based in Henderson, Nevada, working with Saturna Capital Corporation. Rachel has previously held positions at Postmates, Saturna Trust Company, Saturna Brokerage Services, Angel Play Records, Door Dash, Childers & Coventry, LLC, Culinary Pros, and Bankerslife. Rachel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Michigan, Nevada, Texas, Virginia, and Washington. Currently, Rachel is part of Saturna Capital Corporation, which operates out of Henderson, Nevada. The firm has one office and 75 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Saturna Capital Corporation includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6301 S Mountain Vista St #207
Henderson, NV 89014

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Saturna Capital Corporation Brokerage Details

Total Assets Under Management

$6,643,738,704

NV Average: $3,566,627,242
Total Number of Employees

75

NV Average: 46
Total Number of Accounts

115

NV Average: 1,499
Average Account Size

$57,771,641

NV Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Rachel Nicholas Work History

2022 - Present (3 years)

Saturna Trust Company

2018 - Present (7 years)

Saturna Brokerage Services

2018 - 2022 (4 years)

Saturna Trust Company

2017 - 2017 (< 1 year)

Postmates

2017 - 2017 (< 1 year)

Door Dash

2016 - 2017 (1 year)

Childers & Coventry, LLC

2015 - 2018 (3 years)

Angel Play Records

2014 - 2016 (2 years)

Culinary Pros

2012 - 2014 (2 years)

Bankerslife

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rachel Nicholas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Saturna Capital Corporation

Levi Zurbrugg
Bellingham, WA
Haitham Al-Sayed
Bellingham, WA
Nickolas Vitalis
Bellingham, WA
Luke Moore
Bellingham, WA
Scott St Clair
Bellingham, WA
Megan Lewis
Bellingham, WA
Megan Troupe
Bellingham, WA
Colleen Jacobson
Bellingham, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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