James Nolan, financial advisor Boston MA
96 score

James Nolan

CRD Number: 5367559
Current Firm: Natixis Advisors, LP

James Nolan (CRD# 5367559) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 10 years of experience in the finance industry. James Nolan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Natixis Global Associates Boston, MA Apr 2011 - Current 7
Ubs Financial Services Inc. New York, NY Jun 2007 - Apr 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for James Nolan
Phone Number: 617-449-2822
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    18,427
    MILLIONS
  • Total Number of Accounts
    22,429
    ACCOUNTS
  • Average Account Value
    $821,550
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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