Patrick Nolan (CRD# 2873111) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 26 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Cfo Solutions LLC | Chester, NJ | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
- NJ
-
Total Assets Under Management1,166MILLIONS
-
Total Number of Accounts4,056ACCOUNTS
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Average Account Value$287,546
- 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, IA, ID, IL, IN, KY, MA, MD, MN, MT, NC, NE, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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