NP
Nicole Plumlee
from Rba Wealth Management, LLC
Nicole Plumlee is a financial advisor based in California, Newport Beach,
with 27 years of experience. Nicole currently works for
Rba Wealth Management, LLC.
Nicole maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Nicole Plumlee works at Rba Wealth Management, LLC
Rba Wealth Management, LLC is a financial advisory firm based in Newport Beach, California. It currently has approximately $280,401,565 of assets under management and employs about 6 people. Rba Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
520 Newport Center Drive, Suite 740, Newport Beach, California, 92660
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