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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Worley is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Nolan has been in the industry since September 19, 2006, and has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, businesses, and retirement plans. Nolan is a licensed investment advisor in California and Texas. Nolan is also a principal of the firm and holds several professional designations. Nolan has a proven track record of providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (SAN DIEGO CA)
CA
09/19/2006 - 11/17/2008
WAMU INVESTMENTS, INC. (SAN DIEGO CA)
BOTH
Issued 11/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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