Rob Nolan

Rob Nolan Email and Phone Number

Sr Vice President, RJ Nolan Company LLC @ LPL Financial
san diego, california, united states
Rob Nolan's Location
St Petersburg, Florida, United States, United States
About Rob Nolan

35 years experience as a financial advisor. Offer extensive services to the High Net Worth Investor. Focus on managing a client's total financial picture. 401k & 403b rollovers for retirement income planning. Currently accepting new clients on a select basis. Introductory phone consultation available with no obligation.Specialties: High Net Worth Services. Municipal Fixed Income Portfolios. Retirement Planning. Retirement Income Planning. 401K Education. Tactical Strategies. Relative Strength based models.

Rob Nolan's Current Company Details
LPL Financial

Lpl Financial

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Sr Vice President, RJ Nolan Company LLC
san diego, california, united states
Website:
lpl.com
Employees:
7900
Rob Nolan Work Experience Details
  • Lpl Financial
    Senior Vice President - Rj Nolan Company Llc
    Lpl Financial Nov 2023 - Present
    St Petersburg, Florida, United States
  • Raymond James & Associates, Inc
    First Vice President, Investments
    Raymond James & Associates, Inc Nov 2009 - Dec 2023
    2401 West Bay Drive, Largo, Fl 33770
    Provide wealth management services to High Net Worth Investors. Coordinate the management of a full spectrum of investment products including, but not limited to, Treasury Bonds, Municipal Bonds, Equities, Mutual Funds, Exchange Traded Funds and Seperately Managed Accounts. Offer a Relative Strength-based Tactical Strategy for Accredited Investors. Use clearly-defined sell rules to help manage risk. Not your typical "set it and forget it" Investment Advisor.
  • Morgan Stanley Smith Barney
    First Vice President - Investments
    Morgan Stanley Smith Barney Mar 1989 - Nov 2009
  • Accu Bite Dental Supply
    Senior Account Executive
    Accu Bite Dental Supply 1985 - 1988

Rob Nolan Skills

Investments Securities Mutual Funds Portfolio Management Retirement Planning Fixed Income Equities Financial Advisory Finance Wealth Management Series 7 Bonds Etfs Alternative Investments Series 63 Asset Management Wealth Management Services Asset Allocation 401k Rollovers

Rob Nolan Education Details

Frequently Asked Questions about Rob Nolan

What company does Rob Nolan work for?

Rob Nolan works for Lpl Financial

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

Rob Nolan's current role is Sr Vice President, RJ Nolan Company LLC.

What is Rob Nolan's email address?

Rob Nolan's email address is ro****@****.rr.com

What is Rob Nolan's direct phone number?

Rob Nolan's direct phone number is +172779*****

What schools did Rob Nolan attend?

Rob Nolan attended Michigan State University, St. Helen's School, Saginaw, Mi.

What skills is Rob Nolan known for?

Rob Nolan has skills like Investments, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Fixed Income, Equities, Financial Advisory, Finance, Wealth Management, Series 7, Bonds.

Who are Rob Nolan's colleagues?

Rob Nolan's colleagues are Ndiho Igor, Brian Moquin, Bry Honicker, Salem Kidane, Kevin Conroy, Brandon Miller, Joe Coniglio.

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