Nolan Wlock (CRD# 7470169) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Malvern, PA | Nov 2021 - Current | 2 |
| Peachtree Financial Solutions | Chesterbrook, PA | Jun 2019 - Sep 2021 | 2 |
| Rize Pizza | West Chester, PA | Jul 2018 - May 2019 | < 1 |
| West Chester University | West Chester, PA | Aug 2015 - May 2019 | 3 |
| Sherwin Williams | Newtown Square, PA | May 2018 - Aug 2018 | < 1 |
| College Works Painting | West Chester, PA | May 2017 - Aug 2017 | < 1 |
| Advanced Air Service Group | Aston, PA | May 2017 - Aug 2017 | < 1 |
| Harvest Seasonal Grill And Wine Bar | Glen Mills, PA | Jun 2015 - Jun 2016 | 1 |
| Not Your Average Joes | Glen Mills, PA | Jun 2014 - Jun 2016 | 2 |
| Saladworks | West Chester, PA | Jun 2014 - Jun 2015 | 1 |
| Unemployed | West Chester, PA | Nov 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- PA
- TX
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Total Assets Under Management299,192MILLIONS
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Total Number of Accounts634,470ACCOUNTS
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Average Account Value$471,562
- 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 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)
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, VI, VT, WA, WI, WV, WY
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