Nicole Pegg

Administrative Professional at Bright Futures Wealth Management Llc

Nicole Pegg's Professional Contact Details

Email (Verified)

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Location

Rochester, New York, US

Company

Bright Futures Wealth Management Llc

Person Seniority

entry

Person Functions

administrative

Nicole Pegg's Current Company Details

Bright Futures Wealth Management Llc

Pittsford, New York, US • 3 Employees

investment management

Bright Futures LLC is a national registered investment adviser (RIA) firm providing a boutique service and support model focused around our clients success. With our team, you'll get the support you need from the ground up. We also provide tailored resources to promote the ongoing growth of your business: * Transitions Support- on site transition coordinator committed to move 90% of the assets within 90 days * Administration Support- one point processing review of paperwork to reduce NIGO accounts to under 3% * Compliance Support- in house email, trade, and advertising review team * Marketing Support- promoting your brand to existing as well as potential clients * Investment Policy Committee- increase your advisory services with customized model portfolios constructed with optimizing software by an in house team that meets weekly * Career Coaching- Succession Planning and Growth Support, 25% of our reps achieved rising star status in 2014 As a full-service RIA we provide the necessary resources for you and your business. We're here to help keep you in touch with your clients and give you more time for quality of life. A partnership with Bright Futures is an investment in your clients, your business and your pursuit of happiness. Our acronym FACT is flexible, accretive, conflict free, and transparent. These are refreshing times to be able to place the clients interest front and center. Bright Futures Wealth Management LLC is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority, Inc. (FINRA). Securities and advisory services offered through Bright Futures Wealth Management LLC. Securities and advisory services are offered through Cetera Advisors LLC,- A Registered Broker/Dealer - Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Founded Year

2014

Organization Website

brightftr.com