Sophia Nickelson
Advisor at First Command Advisory Services
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.
Advisor at First Command Advisory Services
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
Phenix City, AL
Credentials
Series 66
Industry experience
4 years
Sophia Nickelson is a Series 66-licensed financial advisor with First Command Advisory Services, where she has worked since 2021. She has four years of industry experience and has held previous roles at Great Smoky Mountains Railroad, Sherefe Restaurant and Grill, and the YMCA of the Sandhills. Outside of finance, she has experience in the food service industry, including a position at Jack the Dipper Ice Cream. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and structured, year-long financial coaching engagements.
Based on First Command Advisory Services
$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%
Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.
Phenix City, AL
Alabama · Puerto Rico · Texas
First Command Advisory Services Inc
2021 - Present (5 years)
First Command Insurance Services Inc
2021 - Present (5 years)
First Command Brokerage Services Inc
2021 - Present (5 years)
First Command
2021 - 2021 (1 year)
Jack the Dipper Ice Cream
2019 - 2019 (1 year)
Great Smoky Mountains Railroad
2018 - 2021 (3 years)
Sherefe Restaurant and Grill
2016 - 2018 (2 years)
YMCA of the Sandhills
2015 - 2018 (3 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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.
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