Nicole May Riney

Employer firm

Oak Harvest Investment Services CRD 173293

$1.14B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Oak Harvest Investment Services
  Houston, TX
• 11/2019 → Present
  Oak Harvest Financial Group
  Houston, TX
• 02/2009 → 11/2019
  Houston Municipal Employee Pension System
  Houston, TX

Other Businesses

Oak Harvest Insurance Services; investment related : Yes; 920 Memorial City Way, Suite #150; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies. ; Insurance Agent; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies where the agent receives a commission or renewal payment from the issuer subsequent to a client's purchase of an insurance contract.; Hours devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 10.

Designations

• Certified Financial Planner

Other Names

• Nicole May