Nicholas Duggan (CRD# 7489542) is an Investment Advisor Representative working at Town Lake Capital Management in Lakeway, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Town Lake Capital Management | Lakeway, TX | Jan 2022 - Current | 2 |
| Rice University | Houston, TX | Feb 2021 - Jan 2022 | < 1 |
| Self Employed | San Antonio, TX | May 2020 - Dec 2021 | 1 |
| Na | Na, TX | Jan 2012 - Feb 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- LA
- TX
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$891,165
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, TX
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