Lorraine HoolahanCRD Number: 5454426
Current Firm: Muhlenkamp & Co Inc.
Lorraine Hoolahan (CRD# 5454426) is an Investment Advisor Representative working at Muhlenkamp & Co Inc. in Wexford, PA and has over 9 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Quasar Distributors, LLC||Milwaukee, WI||Jan 2008 - Current||9|
|Muhlenkamp & Company, Inc/muhlenkamp Funds||Wexford, PA||Sep 2007 - Current||10|
|Unemployed||Wexford, PA||Apr 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||May 2009|
Total Assets Under Management439MILLIONS
Total Number of Accounts98ACCOUNTS
Average Account Value$4,479,796
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, FL, GA, MD, MI, NC, NJ, NV, NY, OH, PA, TX, WA