Nolan Alinsod (CRD# 7644878) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspiriant, LLC | Los Angeles, CA | Aug 2022 - Current | 1 |
| Aspiriant, LLC | Los Angeles, CA | Aug 2021 - Jul 2022 | < 1 |
| Walla Walla University | College Place, WA | Sep 2017 - Jul 2021 | 3 |
| Walla Walla University | College Place, WA | Apr 2018 - Jun 2021 | 3 |
| Walla Walla University | College Place, WA | Sep 2017 - Jun 2021 | 3 |
| Adventhealth | Altamonte Springs, FL | Jun 2020 - Jul 2020 | < 1 |
| Bright Sky Hospice | Redlands, CA | Jul 2017 - Aug 2018 | 1 |
| Glendale Adventist Academy | Glendale, CA | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
- TX
-
Total Assets Under Management14,831MILLIONS
-
Total Number of Accounts11,103ACCOUNTS
-
Average Account Value$1,335,805
- A percentage of assets under your management
- Hourly charges
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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