Nichole Demetria Raftopoulos
Investment adviser representative at Nvest Financial, LLC
23 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$688.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Pks InvestmentsAug 2025 to now
- Nvest Financial, LLCJun 2003 to now
- Commonwealth Financial NetworkJun 2003 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 4 states (MA, ME, NH, TX).
Nvest Financial, LLC
$688.3MAssets managed
809Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2685964
- Firm CRD
- 128868