Financial Advisor
Current
Feb 2022 - Present
AeroLeads people directory · profile
Patrick Nolan Cfp®, Clu®, Chfc® Email & Phone Number
Financial Advisor
at
Agility Financial Group
2 phones found
area 972
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Patrick Nolan Cfp®, Clu®, Chfc®? Overview
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Quick answer
Patrick Nolan Cfp®, Clu®, Chfc® is listed as Financial Advisor at Agility Financial Group, a with 3 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows phone signal with area code 972 and a matched LinkedIn profile for Patrick Nolan Cfp®, Clu®, Chfc®.
Patrick Nolan Cfp®, Clu®, Chfc® previously worked as Agency Supervisory Officer at Spectrum Financial Group and Compliance Analyst at Usaa. Patrick Nolan Cfp®, Clu®, Chfc® holds B.S., Agricultural Economics from Texas A&M University.
Company email context
Email format at Agility Financial Group
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Agility Financial Group
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Profile bio
About Patrick Nolan Cfp®, Clu®, Chfc®
As a CERTIFIED FINANCIAL PLANNER™ Professional, my combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Patrick Nolan is a registered representative and registered principal of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC. www.SIPC.org. Supervisory office: 13455 Noel Road, 20th Floor, Dallas, TX 75240, 972-246-1800.Licensing: https://www.agilityfg.com/licensingAgility Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Listed skills include Securities, Financial Services, Financial Advisory, Mutual Funds, and 5 others.
Current workplace
Patrick Nolan Cfp®, Clu®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Agility Financial Group
7 roles
Patrick Nolan Cfp®, Clu®, Chfc® work experience
A career timeline built from the work history available for this profile.
Agency Supervisory Officer
Oct 2018 - Jan 2024
Compliance Analyst
Jun 2016 - Oct 2018
Financial Advisor
May 2012 - Jun 2016
Financial Advisor
May 2010 - May 2012
Quality Assurance Analyst
1St Global
Apr 2004 - Sep 2008
Trader And Financial Advisor
Apr 1998 - Apr 2004
2 education records
Patrick Nolan Cfp®, Clu®, Chfc® education
B.S., Agricultural Economics
Acedemic Diploma, General Studies
Jesuit College Preparatory School
FAQ
Frequently asked questions about Patrick Nolan Cfp®, Clu®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Patrick Nolan Cfp®, Clu®, Chfc® work for?
Patrick Nolan Cfp®, Clu®, Chfc® works for Agility Financial Group.
What is Patrick Nolan Cfp®, Clu®, Chfc®'s role at Agility Financial Group?
Patrick Nolan Cfp®, Clu®, Chfc® is listed as Financial Advisor at Agility Financial Group.
What is Patrick Nolan Cfp®, Clu®, Chfc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 972 for Patrick Nolan Cfp®, Clu®, Chfc® at Agility Financial Group.
Where is Patrick Nolan Cfp®, Clu®, Chfc® based?
Patrick Nolan Cfp®, Clu®, Chfc® is based in Dallas-Fort Worth Metroplex, United States while working with Agility Financial Group.
What companies has Patrick Nolan Cfp®, Clu®, Chfc® worked for?
Patrick Nolan Cfp®, Clu®, Chfc® has worked for Agility Financial Group, Spectrum Financial Group, Usaa, Fidelity Investments, and 1St Global.
How can I contact Patrick Nolan Cfp®, Clu®, Chfc®?
You can use AeroLeads to view verified contact signals for Patrick Nolan Cfp®, Clu®, Chfc® at Agility Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Patrick Nolan Cfp®, Clu®, Chfc® attend?
Patrick Nolan Cfp®, Clu®, Chfc® holds B.S., Agricultural Economics from Texas A&M University.
What skills is Patrick Nolan Cfp®, Clu®, Chfc® known for?
Patrick Nolan Cfp®, Clu®, Chfc® is listed with skills including Securities, Financial Services, Financial Advisory, Mutual Funds, Retirement Planning, Leadership, Series 24, and Hold Series 7.
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