Nicole May Riney
Investment adviser representative at Oak Harvest Investment Services
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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
- Seminars and workshops
Experience
17 years in the industry.
- Oak Harvest Financial GroupNov 2019 to now
- Oak Harvest Investment ServicesNov 2019 to now
- Houston Municipal Employee Pension SystemFeb 2009 to Nov 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oak Harvest Investment Services
Legal name: Oak Harvest Investment Services, LLC
$1.1BAssets managed
978Clients
19Advisers
7 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
- 7206973
- Firm CRD
- 173293