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 5 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.