Patrick NolanCRD Number: 2873111
Current Firm: Personal Cfo Solutions LLC
Patrick Nolan (CRD# 2873111) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 25 years of experience in the finance industry.
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|Personal Cfo Solutions LLC||Chester, NJ||Nov 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
Total Assets Under Management1,200MILLIONS
Total Number of Accounts3,759ACCOUNTS
Average Account Value$319,352
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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