Brian Nolan

Brian Nolan Email and Phone Number

President and Chief Compliance Officer @ Nolan Capital Advisors LLC
Oviedo, FL, US
Brian Nolan's Location
Oviedo, Florida, United States, United States
Brian Nolan's Contact Details

Brian Nolan phone numbers

About Brian Nolan

Owner and Registered Investment Advisor for Nolan Capital Advisors LLC."We are a Fee-only Registered Investment Advisory Firm where we believe in No Commissions, No Mutual Funds and the use of the Fractional ShareProcess."Nolan Capital Advisors LLC’s main focus is to manage and guide individuals through the three phases of investing: Accumulation, Preservation and Distribution of their Assets. Nolan Capital Advisors LLC is dedicated to the sensible stewardship of our client’s hard earned assets by delivering high quality investment planning ideas, sophisticated estate and asset protection recommendations, a high level of personalized service and a potential for strong, risk adjusted returns.At Nolan Capital Advisors LLC, we offer a complete spectrum of sophisticated wealth and investment services. We will look at every angle and consider all the possibilities in order to build a plan that is right for you.Specialties: Managing individual and 401K plan assets

Brian Nolan's Current Company Details
Nolan Capital Advisors LLC

Nolan Capital Advisors Llc

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President and Chief Compliance Officer
Oviedo, FL, US
Website:
nolancapitaladvisors.com
Employees:
5
Brian Nolan Work Experience Details
  • Nolan Capital Advisors Llc
    President And Chief Compliance Officer
    Nolan Capital Advisors Llc
    Oviedo, Fl, Us
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  • Nolan Capital Advisors Llc
    President & Chief Compliance Officer
    Nolan Capital Advisors Llc Sep 2011 - Present
    Oviedo, Florida
    Formed Registered Investment Advisory (RIA)from the ground upEstablished business plan, set up accounting, compliance,operating agreement, LLC formation, three trading platforms and insurance agency.Retained insurance, trust and estate as well as fixed and variable annuity partners.Recruited and acquired partnerManage the day to day operations and client management.
  • Quest Capital Strategies Inc
    Independent Advisor
    Quest Capital Strategies Inc Dec 2009 - Sep 2011
    Primary objective is to provide peace of mind to clientele by using a disciplined investment process while focusing on retirees and managing corporate 401K Plans
  • Elements Consulting Inc
    Director And Senior Coach
    Elements Consulting Inc Nov 2009 - Sep 2011
    Miami/Fort Lauderdale Area
    Professional Development Coach for Wealth Management Advisors.Help customize a Wealth Management Advisors Practice using a disciplined process.Primarily worked with Merrill Lynch/ Bank of America Advisors in South Florida.Our Practice has accumulated over 25 clients in less than one year.
  • Colonial Brokerage
    Vice President, Financial Consultant
    Colonial Brokerage Feb 2009 - Nov 2009
    Coral Springs
    Established a $4,000,000 book of business in 5 months.Demonstrates effective closing ratio which consistently led individual branches to meet or exceedtargeted goals.Developed strong alliance relationships with Private, Business and Commercial Bankers.Manages portfolios for 55 clients across 7 branches from Coral Springs to Boca Raton, Florida
  • Washington Mutual
    Financial Consultant
    Washington Mutual Jun 2008 - Feb 2009
    Miramar, Fl
    Realized a 5% increase in assets under management in a short amount of time.Maintained 981 clients covering 7 Wamu branches in Miramar; · Utilized personal approach to develop each client's investment goals and objectives.
  • Sentinel Investments
    Vice President
    Sentinel Investments May 2006 - Mar 2008
    Distributed and serviced Sentinel Mutual Funds to the broker dealer community.Increased Merrill Lynch producer sales from 0 to $2,000,000 with 15 new producers, sales only insmall cap based on platforms and an allocation of only 3%.Increased the new producers to 120 reps for an undeveloped territory.Implemented a consultant approach using a value added program designed by Sentinel Investments, Dr. Rick Jensen and Scott McKainDistribution Channels included Merrill Lynch, Morgan Stanley, Smith Barney, Raymond James, LPL, & ESI.
  • Edward Jones
    Investment Representative
    Edward Jones May 2005 - May 2006
    Ft Lauderdale, Fl
    Started office with existing assets of $400,000 and grew the office in 8 months to $5 million in client assets.Utilized personal approach to develop each client's investment goals and objectives.Achieved targeted goals by setting appointments, generating leads, conducting seminars and client presentations.
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  • Federated Investors
    Marketing Representative
    Federated Investors Jan 2000 - May 2005
    Houston, Texas Area
    30% growth in 8 months of year one with Wire houses in SouthTexas territory.35% growth of territory in 12 months of 2 year focusing on Regional Firms and planners in Texasand Wire house and Regional firms in Louisiana.45% growth in new territory in year 3 targeting Edward Jones/ Planners in Central and West Texas.Strategically worked to establish new relationships and contacts as territories/assignments shiftedannually.Continually maintained a close client rapport sharing extensive knowledge on existing market conditions to promote Federated fund products and services.
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  • Federated Investors
    Internal Marketing Representative
    Federated Investors Mar 1999 - Dec 1999
    Greater Pittsburgh Area
    Completed FIT training: extensive training in product knowledge and presentation preparation.Generated sales of Federated products to Merrill Lynch East Coast and Southern Region Bank BrokerDealers.Provided potential clients with yields, total returns and statistical comparisons of competitor funds versus Federated products.Established a working relationship with external wholesalers to provide additional sales support.Participated in portfolio manager meetings.Presented to senior management.
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  • Federated Investors
    Institutional Sales Client Service Representative
    Federated Investors Dec 1998 - Mar 1999
    Greater Pittsburgh Area
    Lead contact for Charles Schwab on trading, fund inquires, and account maintenance.Responsible for problem solving and servicing Federated clients.Performed trading functions by using online entry, clerical form completion, account level maintenance and interaction with the corporate trading department.
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  • Federated Investors
    Retail Client Service Representative
    Federated Investors Mar 1998 - Dec 1998
    Greater Pittsburgh Area
    Provided fund information, account maintenance and trading aspects to Federated retail clients.Established relationships and built rapport while servicing clients.
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Brian Nolan Skills

Mutual Funds Wealth Management Investments Asset Allocation Portfolio Management Investment Advisory Financial Advisory 401k Series 7 Retirement Finance Strategic Financial Planning Financial Services Asset Management Fixed Annuities Series 6 Investment Management Retirement Planning Estate Planning Finra Iras Investment Strategies Alternative Investments Etfs Equities Insurance 401k Rollovers Securities Bonds Financial Planning Asset Wealth Series 65 Life And Health Insurance Licenses Series 63 Uniform Combined State Law Personal Financial Planning Trading Fractional Share Philosophy

Brian Nolan Education Details

Frequently Asked Questions about Brian Nolan

What company does Brian Nolan work for?

Brian Nolan works for Nolan Capital Advisors Llc

What is Brian Nolan's role at the current company?

Brian Nolan's current role is President and Chief Compliance Officer.

What is Brian Nolan's direct phone number?

Brian Nolan's direct phone number is +132120*****

What schools did Brian Nolan attend?

Brian Nolan attended Slippery Rock University Of Pennsylvania, Bethany College, Franklin Regional.

What skills is Brian Nolan known for?

Brian Nolan has skills like Mutual Funds, Wealth Management, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Financial Advisory, 401k, Series 7, Retirement, Finance, Strategic Financial Planning.

Who are Brian Nolan's colleagues?

Brian Nolan's colleagues are Beverly J Noble, Beverly Noble.

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