Whitney Mcguire Mcnicol
Investment adviser representative at Cetera Investment Advisers LLC
28 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Whitney Mcguire Mcnicol? Claim your profile
Contact this firm
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
28 years in the industry.
- Cetera Wealth Services, LLCJan 2025 to now
- Mhom Management CompanyJan 2023 to now
- Cetera Investment Advisers LLCNov 2020 to now
- Mom's Music Inc.Jul 2020 to now
- Mcnicol Maxwell LLC dba Maxwell's House of MusicSep 2019 to now
- J Mac Entertainment LLPNov 2018 to now
- Whitney McnicolApr 1998 to now
- Cetera Advisors LLCSep 2022 to Dec 2024
- First Allied Advisory Services, Inc.Jan 2018 to Dec 2024
- First Allied SecuritiesJan 2018 to Sep 2022
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2017 to Jan 2018
- Waddell & Reed IncAug 2015 to Jan 2018
- Ky One HealthJan 2014 to Jun 2018
- The Fillies, IncOct 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6520381
- Firm CRD
- 105644