Advisor at HMV Wealth Advisors, LLC
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Firm
HMV Wealth Advisors, LLC
Location
Shreveport, LA 71101
Credentials
Series 65
Industry experience
3 years
Nicole Karamales is a financial advisor at HMV Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at HMV Wealth Advisors since 2021. Additionally, she serves as an administrative assistant at the accounting firm Heard, McElroy & Vestal, LLC, dedicating several hours monthly during trading hours. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a broadly diversified, passive asset-class investment approach and integrates tax, accounting, and retirement-plan support through its affiliation with Heard, McElroy & Vestal, LLC.
Based on HMV Wealth Advisors, LLC
Based on HMV Wealth Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
Account minimum: $1,000,000 for Investment Management Services; $500,000 minimum for management services of portfolios of individual fixed income securities
333 Texas Street, Suite 1525
Shreveport, LA 71101
Louisiana · Texas
HMV Wealth Advisors, LLC
2024 - Present (2 years)
HMV Wealth Advisors, LLC
2022 - Present (4 years)
Heard, McElroy and Vestal, LLC
2021 - Present (5 years)
HMV Wealth Advisors, LLC
2021 - 2024 (3 years)
Caddo Parish Schools - Captain Shreve High School
2007 - 2021 (14 years)
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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.
CFP®, Series 63, Series 66
Shreveport, LA
R.S. Mattei & Company, Inc.
Series 63, Series 65
Bossier City, LA
Manna Wealth Strategies, LLC
Series 63, Series 65
Shreveport, LA
Montgomery Wealth Advisors
Series 63, Series 65
Shreveport, LA
Graham Financial
Series 65
Shreveport, LA
DBA/Rankin Capital Investment Management
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
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