Advisor at HRC Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HRC Wealth Management, LLC
Location
Moscow, ID 83843
Credentials
PFS™, Series 65
Industry experience
26 years
$0 - $1,000,000.00: 1.00% $1,000,000.01 - $1,500,000.00: 0.75% $1,500,000.01 - $5,000,000.00: 0.50% $5,000,000.01+: 0.25%
HRC Wealth Management, LLC
2012 - Present (14 years)
Hayden Ross, PLLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Moscow, ID
Fidelity
Nikki Prestimonico is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a single point of contact dedicated to providing responsive and knowledgeable client service to affluent families. She focuses on addressing the complex needs involved in growing, preserving, and transferring wealth, emphasizing the importance of forming strong relationships with clients and their families to maintain trust and reliability. Nikki has held various positions at Fidelity Investments since 2015, including Financial Consultant, Senior Relationship Manager, Wealth Management Relationship Manager, and Wealth Management Regional Director. Her experience spans several years in wealth management, demonstrating a progression of increasing responsibilities within the firm. She holds a California Insurance License.
Series 66
Pullman, WA
Edward Jones
Series 66
Moscow, ID
Edward Jones
Series 66
Moscow, ID
Edward Jones
Series 66
Pullman, WA
Edward Jones
Series 66
Moscow, ID
Edward Jones
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