Tori NolanCRD Number: 6033408
Current Firm: Strategic Advisers, Inc.
Tori Nolan (CRD# 6033408) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dallas, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Summit Financial Group Inc.
|Fidelity Investments||Westlake, TX||Feb 2012 - Current||5|
|Unemployed||San Antonio, TX||Jan 2012 - Feb 2012||< 1|
|Harvey Cleary Builders||San Antonio, TX||Jun 2011 - Jan 2012||< 1|
|Unemployed||San Antonio, TX||May 2011 - Jun 2011||< 1|
|Unemployed||San Antonio, TX||Feb 2011 - Jun 2011||< 1|
|Ector County Isd||Odessa, TX||Mar 2010 - Feb 2011||< 1|
|Watson Professional Group||Midland, TX||Oct 2009 - Mar 2010||< 1|
|Unemployed||Odessa, TX||May 2009 - Oct 2009||< 1|
|Terra Bella||Lubbock, TX||Oct 2008 - May 2009||< 1|
|Unemployed||Lubbock, TX||May 2008 - Oct 2008||< 1|
|Buffalo Wild Wings||Lubbock, TX||Sep 2007 - May 2008||< 1|
|Unemployed||Lubbock, TX||May 2007 - Sep 2007||< 1|
|Ttu Health Sciences Center||Lubbock, TX||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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