Unclaimed
Aaron Michael Nolan is a financial advisor who has been in the industry since 2018. Aaron is a Certified Financial Planner, and holds the Securities Industry Essentials Examination. Aaron is registered with PYA Waltman Capital, LLC in Tennessee and Virginia, and is active in both states. Aaron's experience includes working for Horizon Financial Solutions, Liberty University and PYA Waltman Capital, LLC. Aaron is located in Salem, VA and is currently employed by PYA Waltman Capital, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
09/10/2024 - Present
PYA Waltman Capital, LLC (Salem VA)
BC
Issued 07/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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