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Andrew Mccard Nickerson

Investment adviser representative at Eagle Financial Strategies
10 yearsExperience
3 statesRegistered in
ChFC®Designation
$146MFirm 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

10 years in the industry.

  1. Eagle Financial StrategiesSep 2019 to now
  2. Part Time StudentJan 2018 to now
  3. Wells Fargo AdvisorsMay 2016 to Jan 2018

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 3 states (FL, ME, TX).

Eagle Financial Strategies

Legal name: Alpha Capital Advisors, Inc.

$146MAssets managed
294Clients
3Advisers
5 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
6647418
Firm CRD
138825
Advisor's SEC record (opens in a new tab)
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