Nicole Marie Somers
Investment adviser representative at Alta Wealth Advisors LLC
16 yearsExperience
1 stateRegistered in
$664.6MFirm 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 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
- Seminars and workshops
Experience
16 years in the industry.
- Alta Wealth Advisors LLCJan 2025 to now
- LPL Financial, LLCJan 2025 to now
- Stop and ShopAug 2024 to now
- KohlsApr 2022 to Apr 2024
- Morgan Stanley Smith Barney LLCOct 2010 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Alta Wealth Advisors LLC
$664.6MAssets managed
779Clients
12Advisers
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
- 5856171
- Firm CRD
- 293675