Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Nolan has been in the financial industry since 1994. William is currently registered with U.S. Bancorp Advisors, LLC and has worked with several other firms throughout their career including Essex National Securities, Inc., AXA Advisors, LLC, LPL Financial Corporation, IFMG Securities, Inc., Duerr Financial Corporation, Fiserv Investor Services, Inc., and PFS Investments Inc. William specializes in providing investment advice to individuals, high net worth individuals, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/15/2024 - Present
U.s. Bancorp Advisors, LLC (VILLA PARK CA)
CA
01/02/2009 - 08/25/2009
ESSEX NATIONAL SECURITIES, INC. (NEWPORT BEACH CA)
CA
06/10/2008 - 01/07/2009
AXA ADVISORS, LLC (LAHABRA CA)
CA
03/04/2008 - 06/09/2008
LPL FINANCIAL CORPORATION (SANTA ANA CA)
CA
05/23/2005 - 03/04/2008
IFMG SECURITIES, INC. (SANTA ANA CA)
CA
05/01/2002 - 05/23/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
03/22/2000 - 05/01/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
GA
04/25/1994 - 03/22/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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