Kyle Nolan, financial advisor Charlotte NC
93 score

Kyle Nolan

CRD Number: 5571544
Current Firm: Wells Fargo Advisors, LLC

Kyle Nolan (CRD# 5571544) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charlotte, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Charlotte, NC Jun 2013 - Current 3
Bb&t Investments Charlotte, NC Mar 2011 - Jun 2013 2
Wells Fargo Advisors, LLC Charlotte, NC Jan 2010 - Mar 2011 1
First Clearing, LLC Charlotte, NC Sep 2008 - Dec 2009 1
Wells Fargo Advisors, LLC Charlotte, NC Jul 2008 - Sep 2008 < 1
University At Buffalo Buffalo, NY Dec 2007 - May 2008 < 1
Parklane Catering Buffalo, NY Sep 2007 - Dec 2007 < 1
Sherwood Inn Skaneatelas, NY May 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
S63 Uniform Securities State Law Examination Dec 2008
Contact Info for Kyle P. Nolan
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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