Tanya Lynn Nichols
Investment adviser representative at Retire Agile
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$433.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Retire AgileFeb 2021 to now
- Align Financial, LLCApr 2017 to now
- Raymond James Financial ServicesSep 2014 to Feb 2021
- Raymond James Financial Services Advisors Inc.Sep 2014 to Feb 2021
- Ascential Wealth AdvisorsSep 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Retire Agile
Legal name: Align Financial, LLC
$433.7MAssets managed
188Clients
4Advisers
1 yearIn 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
- 4005676
- Firm CRD
- 309238