Marc Nolan, financial advisor San Diego CA
63 score

Marc Nolan

CRD Number: 5594838
Current Firm: Madison Avenue Securities, LLC

Marc Nolan (CRD# 5594838) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Madison Avenue Securities, LLC San Diego, CA Jun 2016 - Current < 1
National Planning Corporation Kirkwood, MO Dec 2013 - Jun 2016 2
Metlife Securiites Inc. Kirkwood, MO Aug 2011 - Sep 2013 2
Lpl Financial Kirkwood, MO Dec 2010 - Aug 2011 < 1
Thrivent Investment Management Inc. Overland, MO Sep 2008 - Dec 2010 2
Thrivent Financial For Lutherans Appleton, WI Sep 2008 - Dec 2010 2
Self Employed Kirkwood, MO Feb 2007 - Sep 2008 1
University Of Missouri St. Louis, MO Aug 2001 - Dec 2007 6
Stoney River Chesterfield, MO Sep 2006 - Jan 2007 < 1
Rivalz Maryland Heights, MO Jun 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Marc L. Nolan
Phone Number: 888-627-7323
Firm Website: http://www.mas-bd.com
Registered State(s):
  • CA
  • IL
  • KS
  • WI
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    3,611
    ACCOUNTS
  • Average Account Value
    $91,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
63

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