Bill Nickles

AIFA®
Retirement, Investing, Small Business
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“As the founder of YD Financial, Bill Nickles helps families and businesses plan and protect their financial future. ”
Firm:

YD Financial

Job Title:

President

Biography:

Bill Nickles is the Founder and Principal of YD Financial, Inc.. Bill has been in the investment industry for 20 years helping families, entrepreneurs, business owners and companies plan and protect their financial future by providing comprehensive financial planning and investment management.

YD Financial is a fee-only, Registered Investment Advisor which serves as a Fiduciary to their clients and puts their interests first and foremost. Fees are simple and transparent and commissions will not be charged.

Education:

BS, Economics, Clemson Univesity

Assets Under Management:

$8 million

Fee Structure:

Asset-Based
Monthly
Hourly by project

CRD Number:

2774360

Disclaimer:

http://www.ydfinancial.com/new-page

All Answers
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    Retirement
Can you receive a family members' 403(b) contributions without a beneficiary?
50% of people found this answer helpful

Sorry to hear about your loss.

Unfortanetly without being named as a beneficiary the funds will need to settled via the probate process as it will be considered part of your mother's estate. If there is an executor named I would reach out to them to see what the process will be going forward. 

I hope this helps

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