Nicholas Edward Burkholder

Current Employers

Employment History

• 09/2004 → 04/2021
  Lincoln National Life Insurance Co.
  Rockville, MD
• 09/2004 → 04/2021
  Lincoln Financial Advisor
  Rockville, MD
• 04/2021 → Present
  Burkholder & Associates, Llc
  Washington, DC
• 04/2021 → Present
  Private Client Services
  Washington, DC

Previous Registrations

• 2004-09-09 → 2021-04-22
  Osaic Fa, Inc.
  Silver Spring, MD
  Vienna, VA
  Chevy Chase, MD
  Vienna, VA
  Rockville, MD
• 2004-01-12 → 2004-08-31
  Ameriprise Financial Services, Llc
  Rockville, MD

Other Businesses

1) OFFERING SEMINARS AND WRITING ARTICLES ON FINANCIAL PLANNING TOPICS. 1250 Connecticut Ave NW, 7th Floor, Washington, DC 20036. ENGAGE IN PUBLIC SPEAKING AND WRITE ARTICLES ON GENERAL FINANCIAL PLANNING CONCEPTS. OWNER. 1 HRS/MO; 1 DURING TRADING HRS. 2) INSURANCE BROKERAGE. 1250 Connecticut Ave NW, 7th Floor, Washington, DC 20036. SELLING VARIOUS FIXED INSURANCE PRODCUTS DIRECT WITH CARRIERS, OUTSIDE OF THE PCS RELATIONSHIP. AGENT. 2 HRS/MO; 2 DURING TRADING HRS. 3) BURKHOLDER & ASSOCIATES, LLC. 1250 Connecticut Ave NW, 7th Floor, Washington, DC 20036. SOLE MEMBER OF AN LLC BURKHOLDER AND ASSOCIATES, LLC. THIS IS ALSO THE ENTITY FOR MY RIA. SOLE MEMBER. 160 HRS/MO; 160 DURING TRADING HRS. 4) POWER OF ATTORNEY. 1250 Connecticut Ave NW, 7th Floor, Washington, DC 20036. POWER OF ATTORNEY AND EXECUTOR OF MY WIFE'S ESTATE PLANNING DOCUMENTS. 1 HR/MO; 1 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-09

Designations