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Nicholas Samuel Accordino

J. W. Cole Advisors, Inc.

State College, PA

Tampa, FL

CRD 1340988

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Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • HOURLY & FIXED RATE CONSULTING

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

Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-02-03
  • PA RA
    APPROVED
    Since 2017-02-03

Branch Locations

1524 State College Ave., State College, PA 16801 • United States

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversified Asset Planners Inc. State College PA 06/1987 Present
Hornor, Townsend & Kent, Inc. State College PA 07/1998 Present
J.W. Cole Advisors, Inc. Tampa FL 02/2017 Present
  • 06/1987 → Present
    Diversified Asset Planners Inc.
    State College, PA
  • 07/1998 → Present
    Hornor, Townsend & Kent, Inc.
    State College, PA
  • 02/2017 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Other Businesses

1) A) NICHOLAS ACCORDINO B) INVESTMENT RELATED C) 1524 W COLLEGE AVE STATE COLLEGE, PA 16803 D) FIXED INSURANCE E) AGENT F) JAN 2007 G) 40 HOURS PER MONTH H) 20 DURING TRADING HOURS I) SALES J) OFFICER 2.) DBA - Diversified Asset Planners

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-03-04
  • S63 Uniform Securities Agent State Law Examination
    1985-03-04
Designations
  • Certified Financial Planner
Other Names
  • Nicholas Samuel Accordino

View on SEC IAPD

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