Nolan Venable
Nolan Venable is a registered investment advisor at LPL Financial LLC, based in Lafayette, LA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1525 Camellia Blvd, Lafayette, LA, 70508
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nolan owns Insurance Advisors LLC, an insurance agency selling health, life, and disability insurance, dedicating a few hours per week. He also owns Wealth Advisors LLC (DBA for LPL business), spends minimal time on office rental, and owns Tax Advisors LLC, spending minimal time on tax preparation and accounting.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Wealth Advisors, LLC
Osaic Wealth, INC.Broker
Linsco/private Ledger CORP.Broker
Royal Alliance Associates, INC.Broker
Sentra Securities CorporationBroker
Planned Investments INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.