James R Nici
Investment adviser representative at Financial Transparency
15 yearsExperience
1 stateRegistered in
$322.3MFirm assets
8 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Financial TransparencyJul 2018 to now
- Envision Financial Transparency, LLCJul 2018 to now
- Nici Law Firm P.L.Apr 2011 to now
- Cssc Insurance Services, Inc.Jan 2011 to Jul 2018
- Trustee Empowerment & Protection, Inc.Jan 2011 to Jul 2018
- Cssc Brokerage Services, Inc.Jan 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Financial Transparency
Legal name: Envision Financial Transparency, LLC
$322.3MAssets managed
235Clients
16Advisers
8 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
- 4336536
- Firm CRD
- 297713