Andrea Nolan (CRD# 3126171) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 25 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors | Reno, NV | Jun 2023 - Current | < 1 |
| Fourstar Wealth Advisors, LLC | Reno, NV | Feb 2019 - Jun 2023 | 4 |
| Fieldstone Financial | Reno, NV | Oct 2016 - Feb 2019 | 2 |
| Concert Wealth Management | Reno, NV | Sep 2014 - Dec 2016 | 2 |
| Universal Value Advisors | Reno, NV | Mar 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 1999 |
- NV
-
Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
-
Average Account Value$426,804
- 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
- Pension consulting services
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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