Patrick Nolan Cfp®, Clu®, Chfc®

Patrick Nolan Cfp®, Clu®, Chfc® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ Professional @ Agility Financial Group
Patrick Nolan Cfp®, Clu®, Chfc®'s Location
Dallas-Fort Worth Metroplex, United States
Patrick Nolan Cfp®, Clu®, Chfc®'s Contact Details

Patrick Nolan Cfp®, Clu®, Chfc® personal email

Patrick Nolan Cfp®, Clu®, Chfc® phone numbers

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.

Patrick Nolan Cfp®, Clu®, Chfc®'s Current Company Details
Agility Financial Group

Agility Financial Group

View
CERTIFIED FINANCIAL PLANNER™ Professional
Website:
agilityfg.com
Employees:
3
Patrick Nolan Cfp®, Clu®, Chfc® Work Experience Details
  • Agility Financial Group
    Financial Advisor
    Agility Financial Group Feb 2022 - Present
    Dallas-Fort Worth Metroplex
    View
  • Spectrum Financial Group
    Agency Supervisory Officer
    Spectrum Financial Group Oct 2018 - Jan 2024
    View
  • Usaa
    Compliance Analyst
    Usaa Jun 2016 - Oct 2018
    Addison, Tx
    View
  • Usaa
    Financial Advisor
    Usaa May 2012 - Jun 2016
    View
  • Fidelity Investments
    Financial Advisor
    Fidelity Investments May 2010 - May 2012
    View
  • 1St Global
    Quality Assurance Analyst
    1St Global Apr 2004 - Sep 2008
  • Fidelity Investments
    Trader And Financial Advisor
    Fidelity Investments Apr 1998 - Apr 2004
    Dallas/Fort Worth Area
    View

Patrick Nolan Cfp®, Clu®, Chfc® Skills

Securities Financial Services Financial Advisory Mutual Funds Retirement Planning Leadership Series 24 Hold Series 7 Finra

Patrick Nolan Cfp®, Clu®, Chfc® Education Details

Frequently Asked Questions about Patrick Nolan Cfp®, Clu®, Chfc®

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 the current company?

Patrick Nolan Cfp®, Clu®, Chfc®'s current role is CERTIFIED FINANCIAL PLANNER™ Professional.

What is Patrick Nolan Cfp®, Clu®, Chfc®'s email address?

Patrick Nolan Cfp®, Clu®, Chfc®'s email address is pa****@****ail.com

What is Patrick Nolan Cfp®, Clu®, Chfc®'s direct phone number?

Patrick Nolan Cfp®, Clu®, Chfc®'s direct phone number is +197289*****

What schools did Patrick Nolan Cfp®, Clu®, Chfc® attend?

Patrick Nolan Cfp®, Clu®, Chfc® attended Texas A&m University, Jesuit College Preparatory School.

What skills is Patrick Nolan Cfp®, Clu®, Chfc® known for?

Patrick Nolan Cfp®, Clu®, Chfc® has skills like Securities, Financial Services, Financial Advisory, Mutual Funds, Retirement Planning, Leadership, Series 24, Hold Series 7, Finra.

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