Advisor at Quincy Wells Advisors, 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.
Location
Vernon, AL
Credentials
Series 63, Series 65
Industry experience
1 year
Nichole Shadow is a financial advisor with Quincy Wells Advisors, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Great Point Capital, LLC and Vieth Wealth Advisors. Outside of her advisory role, she is co-owner of 828 Apparel, LLC, a clothing store, and serves as Treasurer/Secretary of the Fayette Kiwanis Club, a charitable organization. Great Point Advisors, LLC offers financial planning, investment consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a mix of fundamental and technical analysis and provides both discretionary and non-discretionary account management.
Based on Quincy Wells Advisors, LLC
Based on Quincy Wells Advisors, LLC
Fixed fees negotiated depending on type of service, specific amounts not stated
Hourly charges for wealth management or financial planning services, specific rates not stated
Vernon, AL
Alabama · Missouri
Quincy Wells Capital, LLC
2026 - Present (1 year)
Quincy Wells Advisors, LLC
2025 - Present (1 year)
Great Point Capital, LLC
2025 - 2026 (1 year)
Vieth Wealth Advisors
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Kidwell Telecom Servicew
2020 - 2021 (1 year)
Professional Services LLC
2019 - 2020 (1 year)
Buffalo Wild Wings
2019 - 2019 (1 year)
Saint Louis University
2018 - 2018 (1 year)
Stone Bridge Senior Living
2017 - 2017 (1 year)
Buffalo Wild Wings
2016 - 2018 (2 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:
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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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
Vernon, AL
Mayers Investment Company, LLC
Richard Mayers is the principal of Mayers Investment Company, LLC in Vernon, Alabama, holding a Series 66 designation with 18 years of industry experience. He has been associated with Mayers and Company since 1978. Outside of advisory services, he is a certified public accountant and serves as president of multiple entities including Mid South Petroleum Corporation and Sipsey River Oil Corporation. Mayers Investment Company, LLC provides referral-based advisory services primarily to individuals, pension and profit-sharing plans, and business entities, directing clients to broker-dealer firms such as Merrill Lynch and Morgan Stanley. The firm does not manage client assets or exercise investment discretion, focusing instead on client referrals without performing security analysis or implementing investment strategies.
Series 63, Series 66
Sulligent, AL
MWA Financial Services Inc.
Dannielle Roberts is a financial advisor at MWA Financial Services Inc. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with MWA Financial Services since 2013. She also has a concurrent role with Modern Woodmen Of America since 2012. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, providing most services on a non-discretionary basis.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")