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Kristen Marie Noonan

Capital Analysts

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About Kristen Marie Noonan

Kristen Marie Noonan is a registered representative with Capital Analysts. Kristen has been in the financial services industry for over 10 years. Kristen has earned the Series 7TO and SIE licenses. Kristen is currently registered in MA and has experience working with individuals, high net worth individuals, pension and profit sharing plans, and corporations or other businesses. Kristen is a dedicated professional with a commitment to providing her clients with the best possible financial advice.

Firm Information

Kristen Noonan is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristen Noonan’s Registration & Firm History

MA

10/03/2024 - Present

Capital Analysts (Norwell MA)

MA

11/17/2023 - 01/29/2024

CITIZENS SECURITIES, INC. (BRAINTREE MA)

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Licenses & Designations

BC

Issued 11/17/2023

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2023

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen Marie Noonan.
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